+14.7%
RIVN vs JD
-15.9%
+30.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.2% |
| 7D | +1.8% | -4.2% | +6.1% | +3.3% |
| 30D | +0.6% | -14.4% | +15.0% | +5.9% |
| 3M | +3.2% | -3.6% | +6.7% | +3.5% |
| 6M | -3.7% | -0.3% | -3.4% | -6.0% |
| YTD | -18.7% | -2.4% | -16.3% | -19.7% |
| 1Y | +14.7% | -18.5% | +33.3% | +22.7% |
| All | +14.7% | -15.9% | +30.7% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling