-59.3%
TEAM vs RIVN
-84.9%
+25.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.7% | -9.7% | -7.7% |
| 7D | -5.7% | +4.1% | -9.8% | -6.7% |
| 30D | +18.3% | +1.1% | +17.3% | +17.8% |
| 3M | +80.2% | -4.0% | +84.2% | +79.0% |
| 6M | +111.0% | +5.2% | +105.8% | +101.1% |
| YTD | +8.8% | -18.0% | +26.8% | +10.0% |
| 1Y | +2.2% | +15.6% | -13.4% | -9.2% |
| 3Y | -14.6% | -30.0% | +15.4% | -21.5% |
| All | -59.3% | -84.9% | +25.5% | -50.8% |
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 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