+34.0%
ON vs RIVN
-85.0%
+119.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.1% | +8.6% | +8.5% |
| 7D | +2.4% | +1.8% | +0.5% | +1.8% |
| 30D | -8.6% | +0.6% | -9.2% | -9.1% |
| 3M | -34.3% | +3.2% | -37.5% | -36.2% |
| 6M | +28.5% | -3.7% | +32.3% | +26.9% |
| YTD | +40.6% | -18.7% | +59.3% | +43.5% |
| 1Y | +55.3% | +14.7% | +40.6% | +40.6% |
| 3Y | -22.2% | -31.5% | +9.3% | -26.2% |
| All | +34.0% | -85.0% | +119.0% | +57.9% |
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