-84.4%
RIVN vs TECH
-40.5%
-43.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.1% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | +1.2% | +0.7% | +0.4% | +0.7% |
| 3M | -13.1% | +36.3% | -49.5% | -29.8% |
| 6M | +5.5% | +25.6% | -20.1% | -13.2% |
| YTD | -20.1% | +23.7% | -43.8% | -34.5% |
| 1Y | +14.9% | +37.6% | -22.8% | -15.8% |
| 3Y | -32.5% | -6.6% | -25.9% | -34.7% |
| All | -84.4% | -40.5% | -43.9% | -72.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling