-84.1%
RIVN vs TRMB
-35.5%
-48.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +1.1% |
| 7D | +0.9% | -5.4% | +6.3% | +5.5% |
| 30D | -1.9% | -2.0% | +0.1% | -0.4% |
| 3M | +8.7% | +12.3% | -3.6% | -3.2% |
| 6M | -3.0% | -17.6% | +14.6% | +12.0% |
| YTD | -18.6% | -27.5% | +8.9% | +4.0% |
| 1Y | +15.4% | -29.1% | +44.5% | +49.2% |
| 3Y | -30.5% | +11.5% | -42.0% | -47.4% |
| All | -84.1% | -35.5% | -48.5% | -74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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