+147.9%
RTX vs RIVN
-85.3%
+233.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.6% |
| 7D | -5.2% | -2.1% | -3.1% | -5.1% |
| 30D | -9.4% | +1.2% | -10.5% | -9.5% |
| 3M | +12.3% | -13.1% | +25.4% | +12.6% |
| 6M | -3.1% | +5.5% | -8.6% | -3.8% |
| YTD | +10.7% | -20.1% | +30.8% | +11.0% |
| 1Y | +28.4% | +14.9% | +13.5% | +26.2% |
| 3Y | +147.1% | -32.5% | +179.5% | +144.5% |
| All | +147.9% | -85.3% | +233.2% | +153.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling