+14.9%
RIVN vs QSR
+33.2%
-18.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.0% |
| 7D | -2.1% | +2.4% | -4.5% | -2.5% |
| 30D | +1.2% | +7.6% | -6.5% | -0.1% |
| 3M | -13.1% | +12.6% | -25.8% | -15.5% |
| 6M | +5.5% | +14.4% | -8.9% | +1.7% |
| YTD | -20.1% | +19.6% | -39.8% | -23.4% |
| 1Y | +14.9% | +33.9% | -19.0% | +10.2% |
| All | +14.9% | +33.2% | -18.3% | +10.2% |
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