-83.9%
RIVN vs OUST
-50.4%
-33.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.9% | -0.2% | +2.0% |
| 7D | +4.1% | +12.7% | -8.6% | +0.8% |
| 30D | +1.1% | -13.6% | +14.7% | +4.3% |
| 3M | -4.0% | -8.3% | +4.3% | -6.5% |
| 6M | +5.2% | +85.0% | -79.7% | -18.4% |
| YTD | -18.0% | +73.2% | -91.2% | -36.2% |
| 1Y | +15.6% | +32.5% | -16.9% | -7.4% |
| 3Y | -30.0% | +643.8% | -673.8% | -75.4% |
| All | -83.9% | -50.4% | -33.5% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 10y: compounded portfolio wealth divided by compounded OUST 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…
10y analysis · Full analysis span regression · 6 months rolling