-83.9%
RIVN vs QLD
+110.1%
-194.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.9% |
| 7D | +4.1% | +3.0% | +1.1% | +1.8% |
| 30D | +1.1% | -1.8% | +2.9% | +2.3% |
| 3M | -4.0% | -1.8% | -2.2% | -3.4% |
| 6M | +5.2% | +36.9% | -31.7% | -18.1% |
| YTD | -18.0% | +28.7% | -46.6% | -33.4% |
| 1Y | +15.6% | +41.9% | -26.3% | -13.5% |
| 3Y | -30.0% | +184.2% | -214.2% | -73.7% |
| All | -83.9% | +110.1% | -194.1% | -91.8% |
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