-84.4%
RIVN vs WAT
+17.4%
-101.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.5% |
| 7D | -2.1% | -1.3% | -0.8% | -1.3% |
| 30D | +1.2% | +2.3% | -1.2% | 0.0% |
| 3M | -13.1% | +8.7% | -21.9% | -17.3% |
| 6M | +5.5% | +28.3% | -22.8% | -9.8% |
| YTD | -20.1% | +7.8% | -27.9% | -25.0% |
| 1Y | +14.9% | +36.6% | -21.7% | -7.9% |
| 3Y | -32.5% | +45.7% | -78.2% | -54.4% |
| All | -84.4% | +17.4% | -101.8% | -86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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