-84.1%
RIVN vs QSR
+56.1%
-140.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.5% |
| 7D | +1.8% | -4.0% | +5.8% | +4.5% |
| 30D | +0.6% | +2.8% | -2.1% | -1.3% |
| 3M | +3.2% | +5.1% | -1.9% | -1.0% |
| 6M | -3.7% | +8.8% | -12.5% | -10.7% |
| YTD | -18.7% | +14.8% | -33.5% | -28.0% |
| 1Y | +14.7% | +25.7% | -11.0% | -5.8% |
| 3Y | -31.5% | +27.5% | -59.1% | -48.3% |
| All | -84.1% | +56.1% | -140.2% | -91.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling