-31.5%
RIVN vs ZETA
+269.4%
-300.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.1% |
| 7D | +1.8% | -3.7% | +5.6% | +2.5% |
| 30D | +0.6% | +5.7% | -5.1% | -0.4% |
| 3M | +3.2% | +50.4% | -47.3% | -4.2% |
| 6M | -3.7% | +65.5% | -69.2% | -12.3% |
| YTD | -18.7% | +48.3% | -67.0% | -25.2% |
| 1Y | +14.7% | +45.4% | -30.6% | +4.7% |
| 3Y | -31.5% | +270.8% | -302.3% | -57.7% |
| All | -31.5% | +269.4% | -300.9% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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