+12.5%
RIVN vs NTR
+36.7%
-24.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.0% | +1.8% | +5.4% |
| 7D | +20.5% | +4.3% | +16.1% | +20.0% |
| 30D | -3.7% | +2.6% | -6.3% | -4.0% |
| 3M | -10.8% | +8.5% | -19.3% | -11.3% |
| 6M | -3.1% | -3.3% | +0.2% | -4.0% |
| YTD | -28.7% | +19.6% | -48.3% | -28.2% |
| 1Y | +12.5% | +37.6% | -25.1% | +0.9% |
| All | +12.5% | +36.7% | -24.2% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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