-84.1%
RIVN vs MTB
+78.9%
-163.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | +2.5% | +1.1% | +1.5% | +1.9% |
| 30D | -2.3% | -4.6% | +2.3% | +0.1% |
| 3M | +1.7% | +6.3% | -4.5% | -2.4% |
| 6M | +0.9% | +15.6% | -14.7% | -8.1% |
| YTD | -18.8% | +20.6% | -39.4% | -28.3% |
| 1Y | +14.8% | +22.5% | -7.7% | -0.2% |
| 3Y | -30.7% | +114.4% | -145.1% | -60.0% |
| All | -84.1% | +78.9% | -163.0% | -89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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