-14.6%
RIVN vs JD
-13.9%
-0.8%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.5% | -6.4% | -5.3% |
| 7D | -10.5% | -4.1% | -6.4% | -9.5% |
| 30D | -5.9% | +4.6% | -10.6% | -7.7% |
| 3M | -23.0% | -4.7% | -18.3% | -22.7% |
| 6M | -14.6% | -17.4% | +2.7% | -21.9% |
| All | -14.6% | -13.9% | -0.8% | -21.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling