+48.3%
MSTR vs RIVN
-87.2%
+135.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.2% | -1.4% | -2.7% |
| 7D | -10.7% | +3.1% | -13.8% | -11.8% |
| 30D | -21.6% | -1.9% | -19.7% | -21.1% |
| 3M | +24.4% | -16.4% | +40.8% | +34.4% |
| 6M | -35.5% | -3.7% | -31.8% | -35.8% |
| YTD | -20.3% | -30.5% | +10.2% | -10.5% |
| 1Y | -49.3% | -16.5% | -32.8% | -48.5% |
| 3Y | +137.8% | -11.0% | +148.8% | +94.8% |
| 5Y | +48.3% | -86.4% | +134.7% | +106.6% |
| All | +48.3% | -87.2% | +135.5% | +106.6% |
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