-8.6%
RIVN vs RACE
+26.8%
-35.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.3% | +2.7% |
| 7D | +6.2% | +3.9% | +2.3% | +4.7% |
| 30D | +0.4% | +7.4% | -7.1% | -2.4% |
| 3M | -12.4% | +1.6% | -14.0% | -12.9% |
| 6M | -1.5% | +23.3% | -24.8% | -8.5% |
| YTD | -28.9% | +14.7% | -43.6% | -33.1% |
| 1Y | -8.0% | +2.5% | -10.5% | -10.0% |
| 3Y | -8.6% | +28.0% | -36.6% | -21.1% |
| All | -8.6% | +26.8% | -35.5% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 3y: compounded portfolio wealth divided by compounded RACE 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…
3y analysis · Full analysis span regression · 6 months rolling