-0.3%
SPOT vs RIVN
+8.5%
-8.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.8% | -1.2% | +4.0% |
| 7D | +16.6% | +20.5% | -3.9% | +14.5% |
| 30D | +29.9% | -3.7% | +33.6% | +30.2% |
| 3M | +31.3% | -10.8% | +42.0% | +32.3% |
| 6M | +43.2% | -3.1% | +46.3% | +41.2% |
| YTD | +8.1% | -28.7% | +36.8% | +7.7% |
| 1Y | -0.3% | +12.5% | -12.8% | -2.5% |
| All | -0.3% | +8.5% | -8.8% | -2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling