-84.4%
RIVN vs ZETA
+207.7%
-292.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +3.0% | +0.1% |
| 7D | -2.1% | +2.7% | -4.7% | -2.9% |
| 30D | +1.2% | +15.8% | -14.7% | -3.4% |
| 3M | -13.1% | +35.4% | -48.6% | -21.2% |
| 6M | +5.5% | +67.1% | -61.6% | -11.3% |
| YTD | -20.1% | +54.1% | -74.2% | -32.0% |
| 1Y | +14.9% | +67.8% | -52.9% | -5.4% |
| 3Y | -32.5% | +311.4% | -343.9% | -71.7% |
| All | -84.4% | +207.7% | -292.0% | -93.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling