-84.1%
RIVN vs INDA
+3.9%
-88.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | +0.2% |
| 7D | +2.5% | -2.6% | +5.1% | +6.3% |
| 30D | -2.3% | -2.9% | +0.6% | +1.7% |
| 3M | +1.7% | +2.4% | -0.6% | -1.2% |
| 6M | +0.9% | -2.6% | +3.5% | +4.9% |
| YTD | -18.8% | -10.0% | -8.8% | -5.9% |
| 1Y | +14.8% | -7.7% | +22.5% | +28.1% |
| 3Y | -30.7% | +8.9% | -39.6% | -45.8% |
| All | -84.1% | +3.9% | -88.0% | -86.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling