-23.4%
NOW vs RIVN
-86.9%
+63.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.2% | +0.3% |
| 7D | -3.1% | +6.2% | -9.3% | -4.1% |
| 30D | -27.0% | +0.4% | -27.4% | -27.2% |
| 3M | -17.7% | -12.4% | -5.3% | -15.9% |
| 6M | +12.7% | -1.5% | +14.2% | +11.3% |
| YTD | -32.9% | -28.9% | -4.0% | -30.5% |
| 1Y | -40.4% | -8.0% | -32.4% | -41.6% |
| 3Y | -17.1% | -8.6% | -8.5% | -26.1% |
| All | -23.4% | -86.9% | +63.5% | -9.2% |
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