-31.5%
RIVN vs IOT
+23.8%
-55.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | +1.8% | -4.5% | +6.4% | +3.4% |
| 30D | +0.6% | -2.4% | +3.1% | +1.2% |
| 3M | +3.2% | +19.0% | -15.8% | -3.6% |
| 6M | -3.7% | +19.6% | -23.4% | -11.3% |
| YTD | -18.7% | +8.3% | -26.9% | -23.5% |
| 1Y | +14.7% | -0.8% | +15.5% | +10.0% |
| 3Y | -31.5% | +24.4% | -55.9% | -42.8% |
| All | -31.5% | +23.8% | -55.4% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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