-31.5%
RIVN vs JBL
+195.4%
-227.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.0% | -5.2% | -1.9% |
| 7D | +1.8% | +2.4% | -0.6% | +0.9% |
| 30D | +0.6% | -13.1% | +13.7% | +5.3% |
| 3M | +3.2% | -15.6% | +18.7% | +8.3% |
| 6M | -3.7% | +24.6% | -28.3% | -12.4% |
| YTD | -18.7% | +39.6% | -58.3% | -29.3% |
| 1Y | +14.7% | +48.6% | -33.9% | -3.2% |
| 3Y | -31.5% | +197.3% | -228.8% | -57.0% |
| All | -31.5% | +195.4% | -227.0% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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