+47.4%
TER vs RIVN
-29.4%
+76.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.8% | -0.5% | -4.0% |
| 7D | +14.4% | -10.5% | +24.9% | +18.0% |
| 30D | -30.6% | -5.9% | -24.6% | -29.3% |
| 3M | -39.2% | -23.0% | -16.2% | -34.8% |
| 6M | -31.3% | -14.6% | -16.6% | -28.1% |
| YTD | +29.1% | -38.2% | +67.3% | +38.3% |
| 1Y | +47.4% | -25.7% | +73.1% | +58.4% |
| All | +47.4% | -29.4% | +76.8% | +58.4% |
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 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