-6.4%
TLT vs RIVN
+14.7%
-21.1%
-8.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -1.6% | +1.8% | -3.5% | -1.7% |
| 30D | -1.1% | +0.6% | -1.8% | -1.2% |
| 3M | -4.9% | +3.2% | -8.0% | -4.9% |
| 6M | -5.0% | -3.7% | -1.3% | -5.2% |
| YTD | -4.4% | -18.7% | +14.3% | -4.9% |
| 1Y | -6.4% | +14.7% | -21.1% | -5.5% |
| All | -6.4% | +14.7% | -21.1% | -5.5% |
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