-84.1%
RIVN vs TECH
-40.8%
-43.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | +1.8% | -0.4% | +2.3% | +2.1% |
| 30D | +0.6% | 0.0% | +0.7% | +0.7% |
| 3M | +3.2% | +33.7% | -30.5% | -15.6% |
| 6M | -3.7% | +34.9% | -38.6% | -24.4% |
| YTD | -18.7% | +23.2% | -41.8% | -33.1% |
| 1Y | +14.7% | +36.3% | -21.6% | -15.0% |
| 3Y | -31.5% | +2.3% | -33.8% | -39.6% |
| All | -84.1% | -40.8% | -43.3% | -71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling