-86.1%
RIVN vs IOT
+54.1%
-140.2%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | +1.8% | -4.5% | +6.4% | +3.9% |
| 30D | +0.6% | -2.4% | +3.1% | +1.3% |
| 3M | +3.2% | +19.0% | -15.8% | -5.6% |
| 6M | -3.7% | +19.6% | -23.4% | -13.9% |
| YTD | -18.7% | +8.3% | -26.9% | -25.4% |
| 1Y | +14.7% | -0.8% | +15.5% | +7.9% |
| 3Y | -31.5% | +24.4% | -55.9% | -49.2% |
| All | -86.1% | +54.1% | -140.2% | -92.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling