+417.4%
WDC vs RIVN
+9.6%
+407.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.1% | +6.9% | +6.1% |
| 7D | +1.7% | -2.1% | +3.8% | +2.2% |
| 30D | -10.0% | +1.2% | -11.1% | -10.6% |
| 3M | -18.8% | -13.1% | -5.6% | -16.7% |
| 6M | +79.0% | +5.5% | +73.5% | +77.7% |
| YTD | +171.6% | -20.1% | +191.7% | +178.9% |
| 1Y | +417.4% | +14.9% | +402.5% | +389.1% |
| All | +417.4% | +9.6% | +407.8% | +389.1% |
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