-86.5%
RIVN vs QLD
+72.1%
-158.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.5% | -0.1% | +0.5% |
| 7D | +11.9% | -10.3% | +22.2% | +20.4% |
| 30D | -5.1% | -26.1% | +21.0% | +17.0% |
| 3M | -11.5% | -17.8% | +6.2% | +0.2% |
| 6M | -6.0% | -15.6% | +9.6% | +3.9% |
| YTD | -30.9% | +5.4% | -36.3% | -36.2% |
| 1Y | -10.6% | +5.2% | -15.8% | -17.6% |
| 3Y | -20.8% | +139.4% | -160.2% | -67.0% |
| All | -86.5% | +72.1% | -158.5% | -92.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling