+87.8%
MA vs RIVN
-88.0%
+175.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.5% | +4.2% | -0.8% |
| 7D | -0.5% | -3.7% | +3.2% | -0.2% |
| 30D | +7.9% | -4.3% | +12.2% | +8.2% |
| 3M | +16.8% | -19.6% | +36.4% | +18.6% |
| 6M | +31.0% | -8.2% | +39.2% | +30.6% |
| YTD | +15.0% | -35.1% | +50.1% | +17.6% |
| 1Y | +17.0% | -26.9% | +44.0% | +17.9% |
| 3Y | +68.5% | -16.9% | +85.3% | +59.7% |
| 5Y | +85.0% | -90.2% | +175.1% | +109.9% |
| All | +87.8% | -88.0% | +175.9% | +107.7% |
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 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