-84.1%
RIVN vs Z
-51.1%
-33.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.0% | -4.1% | -2.3% |
| 7D | +1.8% | -6.0% | +7.9% | +5.0% |
| 30D | +0.6% | -2.3% | +2.9% | +1.0% |
| 3M | +3.2% | -0.6% | +3.8% | +1.6% |
| 6M | -3.7% | -27.6% | +23.9% | +12.1% |
| YTD | -18.7% | -52.4% | +33.7% | +17.9% |
| 1Y | +14.7% | -63.6% | +78.3% | +91.6% |
| 3Y | -31.5% | -36.4% | +4.9% | -26.1% |
| All | -84.1% | -51.1% | -33.0% | -81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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