-21.6%
ISRG vs RIVN
-29.4%
+7.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.8% | +5.7% | +1.3% |
| 7D | -2.0% | -10.5% | +8.5% | -1.1% |
| 30D | +5.6% | -5.9% | +11.5% | +6.2% |
| 3M | +10.5% | -23.0% | +33.6% | +12.9% |
| 6M | +2.6% | -14.6% | +17.3% | +2.6% |
| YTD | -21.7% | -38.2% | +16.5% | -19.4% |
| 1Y | -21.6% | -25.7% | +4.1% | -20.7% |
| All | -21.6% | -29.4% | +7.8% | -20.7% |
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 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