+78.7%
T vs RIVN
-85.0%
+163.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | -2.4% | +0.9% | -3.3% | -2.5% |
| 30D | +4.3% | -1.9% | +6.2% | +4.3% |
| 3M | +11.6% | +8.7% | +2.8% | +11.2% |
| 6M | -5.6% | -3.0% | -2.6% | -5.8% |
| YTD | +6.6% | -18.6% | +25.1% | +6.7% |
| 1Y | -8.4% | +15.4% | -23.8% | -9.2% |
| 3Y | +107.8% | -30.5% | +138.4% | +106.1% |
| All | +78.7% | -85.0% | +163.7% | +69.4% |
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 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