+15.1%
RIVN vs STRL
+70.2%
-55.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.8% |
| 7D | +2.5% | +8.2% | -5.7% | +1.2% |
| 30D | -2.3% | -6.3% | +4.0% | -1.6% |
| 3M | +1.7% | -41.2% | +42.9% | +9.9% |
| 6M | +0.9% | +20.4% | -19.5% | -7.6% |
| YTD | -18.8% | +61.7% | -80.5% | -31.3% |
| All | +15.1% | +70.2% | -55.1% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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