-84.1%
RIVN vs ZBRA
-40.8%
-43.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -2.0% | -1.2% |
| 7D | +1.8% | -3.4% | +5.3% | +3.8% |
| 30D | +0.6% | -7.4% | +8.0% | +5.1% |
| 3M | +3.2% | +57.5% | -54.4% | -24.5% |
| 6M | -3.7% | +64.0% | -67.7% | -32.2% |
| YTD | -18.7% | +44.3% | -63.0% | -39.6% |
| 1Y | +14.7% | +10.9% | +3.9% | +0.7% |
| 3Y | -31.5% | +37.5% | -69.0% | -53.8% |
| All | -84.1% | -40.8% | -43.3% | -72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 5y: compounded portfolio wealth divided by compounded ZBRA 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…
5y analysis · Full analysis span regression · 6 months rolling