+89.6%
QQQM vs RIVN
-85.0%
+174.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -0.6% | +1.8% | -2.4% | -0.8% |
| 30D | -1.2% | +0.6% | -1.8% | -1.4% |
| 3M | -0.1% | +3.2% | -3.3% | -1.3% |
| 6M | +18.0% | -3.7% | +21.7% | +17.1% |
| YTD | +16.7% | -18.7% | +35.4% | +17.8% |
| 1Y | +23.0% | +14.7% | +8.3% | +17.0% |
| 3Y | +93.3% | -31.5% | +124.9% | +86.9% |
| All | +89.6% | -85.0% | +174.5% | +103.3% |
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