+48.4%
RSP vs RIVN
-90.1%
+138.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.5% | +4.6% | -0.4% |
| 7D | +1.8% | -3.7% | +5.5% | +2.1% |
| 30D | +3.5% | -4.3% | +7.7% | +3.8% |
| 3M | +0.2% | -19.6% | +19.9% | +2.1% |
| 6M | +9.1% | -8.2% | +17.4% | +8.9% |
| YTD | +16.6% | -35.1% | +51.7% | +19.5% |
| 1Y | +17.9% | -26.9% | +44.9% | +19.0% |
| 3Y | +64.6% | -16.9% | +81.5% | +56.9% |
| 5Y | +48.4% | -90.2% | +138.6% | +58.7% |
| All | +48.4% | -90.1% | +138.5% | +58.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling