+79.6%
T vs RIVN
-85.3%
+164.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.9% | -1.9% |
| 7D | -1.3% | -2.1% | +0.8% | -1.2% |
| 30D | +11.4% | +1.2% | +10.2% | +11.3% |
| 3M | +14.3% | -13.1% | +27.4% | +14.3% |
| 6M | -9.3% | +5.5% | -14.8% | -9.6% |
| YTD | +7.1% | -20.1% | +27.2% | +7.2% |
| 1Y | -9.1% | +14.9% | -24.0% | -9.9% |
| 3Y | +105.3% | -32.5% | +137.8% | +103.7% |
| All | +79.6% | -85.3% | +164.9% | +70.3% |
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