-84.1%
RIVN vs STRL
+1,611.0%
-1,695.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.7% |
| 7D | +2.5% | +8.2% | -5.7% | +0.4% |
| 30D | -2.3% | -6.3% | +4.0% | -1.2% |
| 3M | +1.7% | -41.2% | +42.9% | +14.1% |
| 6M | +0.9% | +20.4% | -19.5% | -11.9% |
| YTD | -18.8% | +61.7% | -80.5% | -36.1% |
| 1Y | +14.8% | +72.7% | -57.9% | -13.2% |
| 3Y | -30.7% | +530.9% | -561.6% | -73.7% |
| All | -84.1% | +1,611.0% | -1,695.1% | -97.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling