+25.2%
NET vs RIVN
-87.6%
+112.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -5.5% | -2.8% | -6.4% |
| 7D | -21.2% | +16.1% | -37.3% | -25.6% |
| 30D | -31.1% | -8.4% | -22.7% | -29.5% |
| 3M | -16.5% | -14.6% | -1.9% | -12.6% |
| 6M | 0.0% | -9.0% | +9.0% | -0.3% |
| YTD | +24.0% | -32.6% | +56.6% | +34.3% |
| 1Y | +7.0% | -13.8% | +20.8% | +3.9% |
| 3Y | +279.6% | -25.0% | +304.5% | +225.2% |
| All | +25.2% | -87.6% | +112.7% | +77.7% |
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