-86.1%
RIVN vs QLD
+83.8%
-169.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.8% | -3.9% | -2.1% |
| 7D | +6.2% | -1.4% | +7.6% | +6.6% |
| 30D | +0.4% | -19.6% | +19.9% | +16.2% |
| 3M | -12.4% | -14.1% | +1.7% | -4.1% |
| 6M | -1.5% | -13.6% | +12.1% | +7.1% |
| YTD | -28.9% | +12.5% | -41.5% | -37.6% |
| 1Y | -8.0% | +13.1% | -21.2% | -19.7% |
| 3Y | -8.6% | +154.7% | -163.3% | -63.7% |
| All | -86.1% | +83.8% | -169.9% | -92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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