-31.4%
RIVN vs Z
-39.0%
+7.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +1.4% |
| 7D | +0.9% | -11.6% | +12.5% | +5.6% |
| 30D | -1.9% | -8.5% | +6.6% | +1.1% |
| 3M | +8.7% | -7.9% | +16.6% | +11.0% |
| 6M | -3.0% | -29.1% | +26.1% | +9.5% |
| YTD | -18.6% | -54.2% | +35.6% | +8.6% |
| 1Y | +15.4% | -63.5% | +78.9% | +67.8% |
| All | -31.4% | -39.0% | +7.5% | -11.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling