+86.8%
IONQ vs RIVN
-87.3%
+174.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.5% | -2.0% |
| 7D | +15.3% | -3.7% | +19.0% | +18.2% |
| 30D | -6.1% | 0.0% | -6.1% | -6.2% |
| 3M | -21.6% | -17.2% | -4.4% | -13.5% |
| 6M | -40.1% | -3.8% | -36.3% | -40.2% |
| YTD | -24.1% | -31.3% | +7.2% | -10.9% |
| 1Y | -37.4% | -24.9% | -12.6% | -31.5% |
| 3Y | +219.5% | -12.1% | +231.6% | +178.2% |
| 5Y | +76.9% | -89.0% | +165.9% | +252.4% |
| All | +86.8% | -87.3% | +174.2% | +238.4% |
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