-86.1%
RIVN vs IOT
+55.2%
-141.3%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.7% | +2.7% | +0.6% |
| 7D | +2.5% | +5.1% | -2.5% | +0.2% |
| 30D | -2.3% | -3.0% | +0.7% | -1.4% |
| 3M | +1.7% | +15.0% | -13.2% | -5.5% |
| 6M | +0.9% | +13.1% | -12.3% | -7.7% |
| YTD | -18.8% | +9.0% | -27.8% | -25.8% |
| 1Y | +14.8% | +0.1% | +14.7% | +7.5% |
| 3Y | -30.7% | +26.4% | -57.1% | -49.0% |
| All | -86.1% | +55.2% | -141.3% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling