-84.1%
RIVN vs PTC
+5.9%
-90.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | +0.9% | -14.2% | +15.1% | +12.0% |
| 30D | -1.9% | -14.4% | +12.5% | +9.1% |
| 3M | +8.7% | -4.7% | +13.4% | +8.5% |
| 6M | -3.0% | -19.3% | +16.3% | +9.7% |
| YTD | -18.6% | -26.1% | +7.5% | -1.0% |
| 1Y | +15.4% | -37.1% | +52.4% | +60.1% |
| 3Y | -30.5% | -10.4% | -20.1% | -38.5% |
| All | -84.1% | +5.9% | -90.0% | -87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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