+109.2%
IONQ vs RIVN
-85.0%
+194.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.0% | -4.7% | -5.2% |
| 7D | +1.3% | +2.5% | -1.2% | +0.1% |
| 30D | -10.3% | -2.3% | -8.0% | -9.2% |
| 3M | -32.7% | +1.7% | -34.5% | -35.1% |
| 6M | +6.3% | +0.9% | +5.5% | +3.5% |
| YTD | -15.0% | -18.8% | +3.8% | -8.5% |
| 1Y | -13.3% | +14.8% | -28.1% | -26.5% |
| 3Y | +97.2% | -30.7% | +127.9% | +91.2% |
| All | +109.2% | -85.0% | +194.2% | +247.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling