+12.5%
RIVN vs USAR
-49.3%
+61.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -5.9% | +11.6% | +6.8% |
| 7D | +20.5% | -21.8% | +42.2% | +25.5% |
| 30D | -3.7% | -39.9% | +36.2% | +5.2% |
| 3M | -10.8% | -52.5% | +41.7% | +1.4% |
| 6M | -3.1% | -67.9% | +64.8% | +16.0% |
| YTD | -28.7% | -31.1% | +2.4% | -20.5% |
| 1Y | +12.5% | -49.8% | +62.3% | +27.8% |
| All | +12.5% | -49.3% | +61.8% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 1y: compounded portfolio wealth divided by compounded USAR 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…
1y analysis · Full analysis span regression · 6 months rolling