-84.4%
RIVN vs IBB
+38.7%
-123.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | +0.1% |
| 7D | -2.1% | +1.4% | -3.5% | -4.0% |
| 30D | +1.2% | +10.5% | -9.3% | -12.1% |
| 3M | -13.1% | +23.6% | -36.8% | -35.4% |
| 6M | +5.5% | +22.6% | -17.1% | -21.1% |
| YTD | -20.1% | +25.7% | -45.8% | -42.6% |
| 1Y | +14.9% | +51.4% | -36.5% | -36.8% |
| 3Y | -32.5% | +64.4% | -96.8% | -68.0% |
| All | -84.4% | +38.7% | -123.1% | -91.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling