-84.1%
RIVN vs XRT
-11.3%
-72.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +1.3% |
| 7D | +0.9% | -3.6% | +4.5% | +5.6% |
| 30D | -1.9% | -6.7% | +4.8% | +7.1% |
| 3M | +8.7% | -1.4% | +10.1% | +9.8% |
| 6M | -3.0% | +1.7% | -4.7% | -6.1% |
| YTD | -18.6% | -1.5% | -17.1% | -17.8% |
| 1Y | +15.4% | -2.5% | +17.9% | +17.8% |
| 3Y | -30.5% | +39.9% | -70.4% | -57.9% |
| All | -84.1% | -11.3% | -72.8% | -79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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