-24.8%
RIVN vs ESTC
+14.8%
-39.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.0% | -3.8% | -4.6% |
| 7D | -10.5% | +2.4% | -12.9% | -11.0% |
| 30D | -5.9% | -4.2% | -1.7% | -5.6% |
| 3M | -23.0% | +2.5% | -25.5% | -24.5% |
| 6M | -14.6% | +81.5% | -96.1% | -27.4% |
| YTD | -38.2% | +16.8% | -55.1% | -42.3% |
| 1Y | -25.7% | -3.5% | -22.2% | -27.8% |
| 3Y | -24.8% | +17.7% | -42.5% | -33.1% |
| All | -24.8% | +14.8% | -39.5% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 3y: compounded portfolio wealth divided by compounded ESTC 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…
3y analysis · Full analysis span regression · 6 months rolling