+14.9%
RIVN vs INDA
-5.0%
+19.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.0% |
| 7D | -2.1% | +0.7% | -2.8% | -2.8% |
| 30D | +1.2% | -0.8% | +2.0% | +2.1% |
| 3M | -13.1% | +3.9% | -17.1% | -16.0% |
| 6M | +5.5% | -0.7% | +6.2% | +5.6% |
| YTD | -20.1% | -7.7% | -12.5% | -14.0% |
| 1Y | +14.9% | -5.1% | +20.0% | +23.5% |
| All | +14.9% | -5.0% | +19.9% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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