-84.1%
RIVN vs JBL
+397.1%
-481.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | +2.5% | +4.0% | -1.5% | +0.4% |
| 30D | -2.3% | -7.5% | +5.1% | +0.9% |
| 3M | +1.7% | -14.1% | +15.8% | +8.6% |
| 6M | +0.9% | +25.9% | -25.0% | -14.4% |
| YTD | -18.8% | +36.7% | -55.5% | -35.2% |
| 1Y | +14.8% | +49.0% | -34.2% | -14.3% |
| 3Y | -30.7% | +191.8% | -222.5% | -72.4% |
| All | -84.1% | +397.1% | -481.2% | -96.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling