+22.5%
MA vs RIVN
+8.5%
+14.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +5.8% | -1.9% | +3.8% |
| 7D | +10.2% | +20.5% | -10.3% | +10.0% |
| 30D | +19.3% | -3.7% | +23.0% | +19.3% |
| 3M | +18.0% | -10.8% | +28.8% | +18.0% |
| 6M | +33.7% | -3.1% | +36.8% | +33.1% |
| YTD | +18.6% | -28.7% | +47.3% | +19.5% |
| 1Y | +22.5% | +12.5% | +10.0% | +20.5% |
| All | +22.5% | +8.5% | +14.0% | +20.5% |
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 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