-84.1%
RIVN vs JD
-60.9%
-23.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.2% |
| 7D | +0.9% | -2.6% | +3.5% | +2.0% |
| 30D | -1.9% | -15.4% | +13.5% | +5.3% |
| 3M | +8.7% | -5.0% | +13.8% | +10.8% |
| 6M | -3.0% | +0.9% | -3.9% | -4.7% |
| YTD | -18.6% | -2.5% | -16.1% | -19.0% |
| 1Y | +15.4% | -16.0% | +31.4% | +22.5% |
| 3Y | -30.5% | -8.5% | -22.0% | -34.0% |
| All | -84.1% | -60.9% | -23.2% | -77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 10y: compounded portfolio wealth divided by compounded JD 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…
10y analysis · Full analysis span regression · 6 months rolling