+57.8%
T vs RIVN
-90.7%
+148.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.8% | +4.8% | +0.1% |
| 7D | +2.5% | -10.5% | +13.0% | +2.7% |
| 30D | -3.8% | -5.9% | +2.2% | -3.7% |
| 3M | -8.7% | -23.0% | +14.3% | -8.5% |
| 6M | -8.1% | -14.6% | +6.5% | -8.2% |
| YTD | -6.4% | -38.2% | +31.8% | -6.0% |
| 1Y | -9.8% | -25.7% | +15.9% | -9.8% |
| 3Y | +65.5% | -24.8% | +90.3% | +63.0% |
| All | +57.8% | -90.7% | +148.5% | +46.2% |
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