+76.6%
V vs RIVN
-85.0%
+161.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -3.0% | +0.9% | -3.9% | -3.1% |
| 30D | +1.2% | -1.9% | +3.1% | +1.3% |
| 3M | +13.9% | +8.7% | +5.2% | +12.7% |
| 6M | +17.2% | -3.0% | +20.2% | +16.5% |
| YTD | +5.3% | -18.6% | +23.9% | +5.8% |
| 1Y | +9.5% | +15.4% | -5.9% | +6.2% |
| 3Y | +51.9% | -30.5% | +82.4% | +48.8% |
| All | +76.6% | -85.0% | +161.6% | +86.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling