-84.1%
RIVN vs NDAQ
+40.2%
-124.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +2.1% |
| 7D | +0.9% | -6.8% | +7.7% | +6.5% |
| 30D | -1.9% | -3.2% | +1.3% | +0.4% |
| 3M | +8.7% | +6.5% | +2.3% | +1.4% |
| 6M | -3.0% | +5.7% | -8.7% | -10.0% |
| YTD | -18.6% | -4.6% | -13.9% | -18.1% |
| 1Y | +15.4% | -1.6% | +17.0% | +11.5% |
| 3Y | -30.5% | +86.4% | -117.0% | -68.6% |
| All | -84.1% | +40.2% | -124.3% | -89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 5y: compounded portfolio wealth divided by compounded NDAQ 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…
5y analysis · Full analysis span regression · 6 months rolling