+14.9%
RIVN vs FTV
+21.5%
-6.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.8% |
| 7D | -2.1% | -4.6% | +2.6% | -0.8% |
| 30D | +1.2% | -7.2% | +8.3% | +3.3% |
| 3M | -13.1% | -7.3% | -5.9% | -11.0% |
| 6M | +5.5% | -1.6% | +7.1% | +5.2% |
| YTD | -20.1% | +3.3% | -23.5% | -20.3% |
| 1Y | +14.9% | +20.2% | -5.3% | +8.6% |
| All | +14.9% | +21.5% | -6.6% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 1y: compounded portfolio wealth divided by compounded FTV 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…
1y analysis · Full analysis span regression · 6 months rolling