+108.3%
V vs RIVN
-90.7%
+199.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.8% | +6.1% | +1.6% |
| 7D | +0.9% | -10.5% | +11.4% | +1.7% |
| 30D | +9.0% | -5.9% | +14.9% | +9.4% |
| 3M | +16.7% | -23.0% | +39.7% | +18.7% |
| 6M | +33.4% | -14.6% | +48.1% | +33.8% |
| YTD | +22.4% | -38.2% | +60.6% | +25.2% |
| 1Y | +27.7% | -25.7% | +53.4% | +28.3% |
| 3Y | +78.0% | -24.8% | +102.7% | +71.5% |
| All | +108.3% | -90.7% | +199.0% | +145.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling