-5.6%
TLT vs RIVN
+8.5%
-14.1%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.8% | -5.0% | +0.7% |
| 7D | +1.0% | +20.5% | -19.5% | +0.6% |
| 30D | +6.0% | -3.7% | +9.7% | +6.1% |
| 3M | -0.9% | -10.8% | +9.9% | -0.7% |
| 6M | -2.3% | -3.1% | +0.8% | -2.2% |
| YTD | -3.3% | -28.7% | +25.4% | -3.6% |
| 1Y | -5.6% | +12.5% | -18.1% | -5.1% |
| All | -5.6% | +8.5% | -14.1% | -5.1% |
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