-84.4%
RIVN vs PTC
+16.0%
-100.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.0% | +5.0% | +3.3% |
| 7D | -2.1% | -10.3% | +8.2% | +5.7% |
| 30D | +1.2% | +1.1% | 0.0% | -0.2% |
| 3M | -13.1% | +1.6% | -14.7% | -16.6% |
| 6M | +5.5% | -13.5% | +19.0% | +14.1% |
| YTD | -20.1% | -19.1% | -1.1% | -8.7% |
| 1Y | +14.9% | -33.9% | +48.8% | +55.5% |
| 3Y | -32.5% | -3.9% | -28.6% | -42.4% |
| All | -84.4% | +16.0% | -100.4% | -88.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling