+36.7%
MSTR vs RIVN
-88.6%
+125.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.8% | +2.4% | -0.4% |
| 7D | -13.4% | -10.5% | -2.9% | -9.2% |
| 30D | -22.1% | -5.9% | -16.1% | -20.1% |
| 3M | +15.0% | -23.0% | +38.0% | +28.7% |
| 6M | -37.3% | -14.6% | -22.7% | -34.3% |
| YTD | -26.5% | -38.2% | +11.7% | -13.2% |
| 1Y | -46.5% | -25.7% | -20.8% | -42.7% |
| 3Y | +121.1% | -24.8% | +145.9% | +95.8% |
| 5Y | +37.5% | -90.6% | +128.1% | +104.2% |
| All | +36.7% | -88.6% | +125.3% | +100.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling