-84.1%
RIVN vs NTR
+32.2%
-116.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | 0.0% |
| 7D | +1.8% | -1.3% | +3.1% | +2.3% |
| 30D | +0.6% | +16.8% | -16.1% | -4.4% |
| 3M | +3.2% | +20.7% | -17.6% | -3.3% |
| 6M | -3.7% | +0.5% | -4.3% | -5.0% |
| YTD | -18.7% | +29.2% | -47.9% | -27.1% |
| 1Y | +14.7% | +39.6% | -24.8% | -0.7% |
| 3Y | -31.5% | +37.9% | -69.4% | -41.8% |
| All | -84.1% | +32.2% | -116.3% | -87.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling