-58.6%
TEAM vs RIVN
-85.0%
+26.4%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +1.0% |
| 7D | -7.8% | +0.9% | -8.6% | -8.0% |
| 30D | +16.5% | -1.9% | +18.4% | +16.9% |
| 3M | +96.2% | +8.7% | +87.4% | +88.6% |
| 6M | +130.2% | -3.0% | +133.2% | +124.6% |
| YTD | +10.7% | -18.6% | +29.3% | +12.2% |
| 1Y | +3.0% | +15.4% | -12.4% | -8.5% |
| 3Y | -13.1% | -30.5% | +17.4% | -19.9% |
| All | -58.6% | -85.0% | +26.4% | -49.8% |
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