+172.7%
RTX vs RIVN
-31.9%
+204.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.6% |
| 7D | -1.6% | +2.5% | -4.1% | -1.6% |
| 30D | -11.6% | -2.3% | -9.2% | -11.5% |
| 3M | +9.2% | +1.7% | +7.4% | +9.0% |
| 6M | -4.4% | +0.9% | -5.3% | -4.6% |
| YTD | +8.9% | -18.8% | +27.7% | +9.1% |
| 1Y | +32.1% | +14.8% | +17.3% | +31.1% |
| All | +172.7% | -31.9% | +204.6% | +173.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling