+74.0%
SPY vs RIVN
-88.6%
+162.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.8% | +4.5% | +0.1% |
| 7D | +2.6% | -10.5% | +13.1% | +3.7% |
| 30D | -2.0% | -5.9% | +4.0% | -1.5% |
| 3M | -2.8% | -23.0% | +20.2% | -0.5% |
| 6M | +2.1% | -14.6% | +16.8% | +2.7% |
| YTD | +11.5% | -38.2% | +49.7% | +15.0% |
| 1Y | +13.5% | -25.7% | +39.1% | +14.5% |
| 3Y | +77.7% | -24.8% | +102.5% | +71.2% |
| 5Y | +72.6% | -90.6% | +163.2% | +85.1% |
| All | +74.0% | -88.6% | +162.6% | +85.3% |
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