-86.5%
RIVN vs OUST
-54.0%
-32.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +14.0% | -11.6% | -1.3% |
| 7D | +11.9% | +17.0% | -5.1% | +6.8% |
| 30D | -5.1% | -16.5% | +11.4% | -1.6% |
| 3M | -11.5% | -23.7% | +12.2% | -7.4% |
| 6M | -6.0% | +18.4% | -24.4% | -18.2% |
| YTD | -30.9% | +60.8% | -91.7% | -46.2% |
| 1Y | -10.6% | +44.2% | -54.8% | -29.0% |
| 3Y | -20.8% | +668.1% | -688.9% | -73.0% |
| All | -86.5% | -54.0% | -32.5% | -76.3% |
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