-30.0%
RIVN vs IBB
+64.8%
-94.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.2% | +4.9% | +5.0% |
| 7D | +4.1% | -1.7% | +5.7% | +5.8% |
| 30D | +1.1% | +4.9% | -3.8% | -4.2% |
| 3M | -4.0% | +24.2% | -28.2% | -24.1% |
| 6M | +5.2% | +23.8% | -18.6% | -16.4% |
| YTD | -18.0% | +23.0% | -40.9% | -34.6% |
| 1Y | +15.6% | +46.2% | -30.6% | -23.4% |
| 3Y | -30.0% | +64.8% | -94.8% | -63.1% |
| All | -30.0% | +64.8% | -94.8% | -63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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