-84.1%
RIVN vs OTIS
-10.3%
-73.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.2% |
| 7D | +2.5% | -2.2% | +4.7% | +4.3% |
| 30D | -2.3% | -4.3% | +2.0% | +1.0% |
| 3M | +1.7% | -2.2% | +3.9% | +2.6% |
| 6M | +0.9% | -19.9% | +20.8% | +19.8% |
| YTD | -18.8% | -19.3% | +0.5% | -6.0% |
| 1Y | +14.8% | -19.6% | +34.4% | +32.9% |
| 3Y | -30.7% | -11.5% | -19.2% | -34.5% |
| All | -84.1% | -10.3% | -73.8% | -85.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling