+35.2%
MA vs RIVN
-12.4%
+47.6%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.8% | +6.2% | +1.4% |
| 7D | +1.3% | -10.5% | +11.8% | +1.5% |
| 30D | +9.6% | -5.9% | +15.6% | +9.8% |
| 3M | +16.8% | -23.0% | +39.8% | +16.7% |
| 6M | +35.2% | -14.6% | +49.8% | +38.0% |
| All | +35.2% | -12.4% | +47.6% | +38.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling