+122.0%
IONQ vs RIVN
-84.9%
+206.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.7% | -0.3% | +1.0% |
| 7D | +7.1% | +4.1% | +3.0% | +4.9% |
| 30D | -8.9% | +1.1% | -10.0% | -9.5% |
| 3M | -35.6% | -4.0% | -31.6% | -35.8% |
| 6M | +13.3% | +5.2% | +8.1% | +7.7% |
| YTD | -9.8% | -18.0% | +8.2% | -3.5% |
| 1Y | -1.3% | +15.6% | -16.9% | -16.7% |
| 3Y | +109.3% | -30.0% | +139.3% | +101.7% |
| All | +122.0% | -84.9% | +206.8% | +266.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling