-19.3%
ISRG vs RIVN
+9.6%
-28.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.2% | -0.8% |
| 7D | -1.6% | -2.1% | +0.5% | -1.4% |
| 30D | -2.3% | +1.2% | -3.4% | -2.4% |
| 3M | -12.4% | -13.1% | +0.7% | -12.0% |
| 6M | -26.8% | +5.5% | -32.3% | -27.9% |
| YTD | -35.3% | -20.1% | -15.1% | -35.0% |
| 1Y | -19.3% | +14.9% | -34.2% | -21.2% |
| All | -19.3% | +9.6% | -28.9% | -21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling