+24.4%
IWM vs RIVN
-88.6%
+113.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.8% | +4.5% | +0.4% |
| 7D | +1.4% | -10.5% | +11.9% | +3.0% |
| 30D | +2.3% | -5.9% | +8.2% | +3.0% |
| 3M | -8.3% | -23.0% | +14.7% | -5.2% |
| 6M | -1.3% | -14.6% | +13.3% | -0.5% |
| YTD | +13.5% | -38.2% | +51.7% | +18.8% |
| 1Y | +18.4% | -25.7% | +44.1% | +20.0% |
| 3Y | +69.6% | -24.8% | +94.4% | +61.7% |
| 5Y | +23.3% | -90.6% | +113.9% | +37.3% |
| All | +24.4% | -88.6% | +113.0% | +36.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling