+62.6%
MSTR vs RIVN
-85.0%
+147.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -2.4% |
| 7D | +7.7% | +2.5% | +5.2% | +6.6% |
| 30D | +36.3% | -2.3% | +38.7% | +38.4% |
| 3M | +13.4% | +1.7% | +11.7% | +11.3% |
| 6M | -4.5% | +0.9% | -5.3% | -7.3% |
| YTD | -12.7% | -18.8% | +6.1% | -7.9% |
| 1Y | -59.6% | +14.8% | -74.4% | -64.7% |
| 3Y | +272.5% | -30.7% | +303.2% | +239.3% |
| All | +62.6% | -85.0% | +147.6% | +112.7% |
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 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