-84.1%
RIVN vs TECH
-40.7%
-43.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +2.5% | -0.1% | +2.6% | +2.6% |
| 30D | -2.3% | +0.3% | -2.6% | -2.5% |
| 3M | +1.7% | +32.9% | -31.2% | -16.4% |
| 6M | +0.9% | +32.1% | -31.2% | -19.8% |
| YTD | -18.8% | +23.4% | -42.2% | -33.3% |
| 1Y | +14.8% | +34.1% | -19.2% | -14.1% |
| 3Y | -30.7% | +2.2% | -32.9% | -38.8% |
| All | -84.1% | -40.7% | -43.5% | -71.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling