+76.9%
IVV vs RIVN
-11.2%
+88.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.9% | -0.2% |
| 7D | -0.6% | +3.1% | -3.7% | -0.8% |
| 30D | -3.7% | -1.9% | -1.8% | -3.6% |
| 3M | -2.7% | -16.4% | +13.7% | -1.6% |
| 6M | +2.2% | -3.7% | +5.9% | +1.9% |
| YTD | +10.9% | -30.5% | +41.4% | +12.5% |
| 1Y | +11.3% | -16.5% | +27.8% | +11.2% |
| 3Y | +76.9% | -11.0% | +87.9% | +72.5% |
| All | +76.9% | -11.2% | +88.0% | +72.5% |
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