+12.5%
RIVN vs OTIS
-9.8%
+22.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.9% | +1.9% | +6.0% |
| 7D | +20.5% | +9.5% | +11.0% | +21.6% |
| 30D | -3.7% | +21.1% | -24.8% | -1.4% |
| 3M | -10.8% | +9.0% | -19.8% | -9.7% |
| 6M | -3.1% | +6.4% | -9.5% | -2.1% |
| YTD | -28.7% | -7.1% | -21.5% | -33.3% |
| 1Y | +12.5% | -10.1% | +22.6% | +11.5% |
| All | +12.5% | -9.8% | +22.3% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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