+43.2%
TER vs RIVN
+8.5%
+34.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +5.8% | -12.6% | -8.2% |
| 7D | -19.9% | +20.5% | -40.4% | -24.0% |
| 30D | -43.5% | -3.7% | -39.8% | -43.1% |
| 3M | -37.8% | -10.8% | -27.0% | -36.3% |
| 6M | -25.6% | -3.1% | -22.5% | -25.2% |
| YTD | +29.8% | -28.7% | +58.5% | +35.6% |
| 1Y | +43.2% | +12.5% | +30.7% | +34.5% |
| All | +43.2% | +8.5% | +34.7% | +34.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling