-31.6%
RIVN vs PTC
-10.6%
-21.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.3% | +2.3% | +0.3% |
| 7D | +2.5% | -13.6% | +16.1% | +8.6% |
| 30D | -2.3% | -14.7% | +12.3% | +4.0% |
| 3M | +1.7% | -5.9% | +7.6% | +3.2% |
| 6M | +0.9% | -21.1% | +22.0% | +12.2% |
| YTD | -18.8% | -26.0% | +7.2% | -6.6% |
| 1Y | +14.8% | -36.8% | +51.6% | +44.0% |
| All | -31.6% | -10.6% | -21.1% | -45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling