-83.9%
RIVN vs O
+14.1%
-98.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.0% |
| 7D | +4.1% | -0.6% | +4.6% | +4.6% |
| 30D | +1.1% | -2.0% | +3.0% | +2.6% |
| 3M | -4.0% | +3.0% | -7.0% | -7.7% |
| 6M | +5.2% | -3.6% | +8.9% | +6.8% |
| YTD | -18.0% | +12.1% | -30.0% | -28.4% |
| 1Y | +15.6% | +8.9% | +6.7% | +3.4% |
| 3Y | -30.0% | +30.3% | -60.3% | -51.0% |
| All | -83.9% | +14.1% | -98.1% | -87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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