+117.4%
NOK vs RIVN
-85.0%
+202.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.1% | +4.9% | +4.8% |
| 7D | +11.0% | +1.8% | +9.1% | +10.7% |
| 30D | +7.8% | +0.6% | +7.2% | +7.7% |
| 3M | -21.0% | +3.2% | -24.2% | -21.6% |
| 6M | +40.9% | -3.7% | +44.6% | +40.6% |
| YTD | +72.0% | -18.7% | +90.7% | +74.0% |
| 1Y | +140.9% | +14.7% | +126.2% | +132.3% |
| 3Y | +194.3% | -31.5% | +225.8% | +186.5% |
| All | +117.4% | -85.0% | +202.4% | +122.4% |
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