-26.9%
RIVN vs STRL
-22.3%
-4.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.7% | -4.7% | -5.4% |
| 7D | -3.7% | +23.4% | -27.1% | -6.2% |
| 30D | -4.3% | -39.5% | +35.2% | +1.4% |
| 3M | -19.6% | -45.1% | +25.4% | -14.2% |
| 6M | -8.2% | -64.6% | +56.3% | +4.0% |
| YTD | -35.1% | -1.5% | -33.5% | -38.4% |
| 1Y | -26.9% | -20.8% | -6.2% | -30.7% |
| All | -26.9% | -22.3% | -4.7% | -30.7% |
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