+49.8%
RSP vs RIVN
-88.6%
+138.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.8% | +5.0% | +0.6% |
| 7D | +2.4% | -10.5% | +12.9% | +3.4% |
| 30D | +4.3% | -5.9% | +10.2% | +4.7% |
| 3M | -0.3% | -23.0% | +22.7% | +1.9% |
| 6M | +9.8% | -14.6% | +24.5% | +10.3% |
| YTD | +16.8% | -38.2% | +55.0% | +20.2% |
| 1Y | +19.5% | -25.7% | +45.2% | +20.4% |
| 3Y | +65.1% | -24.8% | +89.9% | +59.2% |
| 5Y | +48.7% | -90.6% | +139.3% | +58.3% |
| All | +49.8% | -88.6% | +138.4% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN 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 RIVN 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