-84.1%
RIVN vs W
-60.8%
-23.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +2.9% | +1.3% |
| 7D | +0.9% | +0.5% | +0.4% | +0.6% |
| 30D | -1.9% | -5.6% | +3.7% | +0.1% |
| 3M | +8.7% | +41.9% | -33.2% | -8.2% |
| 6M | -3.0% | +30.2% | -33.2% | -16.8% |
| YTD | -18.6% | -2.9% | -15.6% | -23.0% |
| 1Y | +15.4% | +11.6% | +3.8% | 0.0% |
| 3Y | -30.5% | +37.0% | -67.5% | -52.4% |
| All | -84.1% | -60.8% | -23.3% | -81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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