-31.6%
RIVN vs JD
-8.1%
-23.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.4% | -0.1% |
| 7D | +2.5% | -3.0% | +5.5% | +3.6% |
| 30D | -2.3% | -19.3% | +17.0% | +5.3% |
| 3M | +1.7% | -6.0% | +7.8% | +3.7% |
| 6M | +0.9% | +1.8% | -0.9% | -1.0% |
| YTD | -18.8% | -2.6% | -16.2% | -19.1% |
| 1Y | +14.8% | -17.4% | +32.3% | +21.4% |
| All | -31.6% | -8.1% | -23.6% | -35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling