+14.9%
RIVN vs NXT
+26.2%
-11.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.4% |
| 7D | -2.1% | -1.1% | -1.0% | -1.8% |
| 30D | +1.2% | -15.3% | +16.5% | +6.3% |
| 3M | -13.1% | -43.8% | +30.7% | +1.9% |
| 6M | +5.5% | -18.7% | +24.2% | +10.9% |
| YTD | -20.1% | -3.0% | -17.1% | -20.8% |
| 1Y | +14.9% | +22.7% | -7.8% | +20.1% |
| All | +14.9% | +26.2% | -11.3% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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