-83.9%
RIVN vs RACE
+65.7%
-149.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.7% | +3.5% |
| 7D | +4.1% | -1.0% | +5.1% | +4.9% |
| 30D | +1.1% | -1.5% | +2.6% | +2.3% |
| 3M | -4.0% | +15.5% | -19.4% | -14.0% |
| 6M | +5.2% | +17.3% | -12.1% | -7.8% |
| YTD | -18.0% | +11.1% | -29.1% | -26.3% |
| 1Y | +15.6% | -14.3% | +29.9% | +26.2% |
| 3Y | -30.0% | +40.2% | -70.2% | -63.1% |
| All | -83.9% | +65.7% | -149.6% | -93.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling