+228.2%
IONQ vs RIVN
-11.2%
+239.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | +0.1% |
| 7D | +16.7% | +3.1% | +13.6% | +15.3% |
| 30D | -12.3% | -1.9% | -10.4% | -11.4% |
| 3M | -17.7% | -16.4% | -1.3% | -10.3% |
| 6M | -28.9% | -3.7% | -25.3% | -28.9% |
| YTD | -22.0% | -30.5% | +8.5% | -10.3% |
| 1Y | -36.8% | -16.5% | -20.3% | -34.9% |
| 3Y | +228.2% | -11.0% | +239.3% | +164.8% |
| All | +228.2% | -11.2% | +239.4% | +164.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling