-84.1%
RIVN vs ITOT
+65.6%
-149.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +1.6% |
| 7D | +0.9% | -2.0% | +2.9% | +5.1% |
| 30D | -1.9% | -2.0% | +0.1% | +2.1% |
| 3M | +8.7% | +4.5% | +4.2% | +0.1% |
| 6M | -3.0% | +12.6% | -15.6% | -22.0% |
| YTD | -18.6% | +12.0% | -30.6% | -33.9% |
| 1Y | +15.4% | +17.3% | -1.9% | -14.2% |
| 3Y | -30.5% | +75.2% | -105.8% | -78.6% |
| All | -84.1% | +65.6% | -149.7% | -93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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