+12.5%
RIVN vs QSR
+23.8%
-11.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +5.5% | +0.3% | +4.4% |
| 7D | +20.5% | +5.2% | +15.3% | +18.9% |
| 30D | -3.7% | +12.2% | -15.9% | -6.3% |
| 3M | -10.8% | +7.0% | -17.8% | -12.3% |
| 6M | -3.1% | -0.3% | -2.8% | -3.0% |
| YTD | -28.7% | +18.0% | -46.7% | -32.7% |
| 1Y | +12.5% | +22.6% | -10.2% | +2.8% |
| All | +12.5% | +23.8% | -11.3% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 1y: compounded portfolio wealth divided by compounded QSR 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…
1y analysis · Full analysis span regression · 6 months rolling