+139.4%
JPM vs RIVN
-85.0%
+224.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -0.7% | +1.8% | -2.5% | -0.8% |
| 30D | -2.5% | +0.6% | -3.1% | -2.6% |
| 3M | +14.1% | +3.2% | +11.0% | +13.3% |
| 6M | +25.1% | -3.7% | +28.8% | +24.4% |
| YTD | +12.1% | -18.7% | +30.8% | +12.5% |
| 1Y | +18.8% | +14.7% | +4.1% | +15.5% |
| 3Y | +163.4% | -31.5% | +194.9% | +158.2% |
| All | +139.4% | -85.0% | +224.4% | +144.4% |
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 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