-31.5%
RIVN vs IT
-49.4%
+17.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.3% | -5.4% | -1.1% |
| 7D | +1.8% | -3.7% | +5.5% | +2.4% |
| 30D | +0.6% | +0.1% | +0.6% | +0.5% |
| 3M | +3.2% | +20.7% | -17.5% | -1.6% |
| 6M | -3.7% | +12.0% | -15.7% | -7.2% |
| YTD | -18.7% | -28.8% | +10.1% | -11.6% |
| 1Y | +14.7% | -25.5% | +40.3% | +22.4% |
| 3Y | -31.5% | -48.8% | +17.2% | -14.6% |
| All | -31.5% | -49.4% | +17.9% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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