+20.7%
XLK vs RIVN
+8.5%
+12.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.8% | -5.8% | -0.7% |
| 7D | -7.6% | +20.5% | -28.1% | -9.8% |
| 30D | -12.2% | -3.7% | -8.5% | -11.7% |
| 3M | -5.5% | -10.8% | +5.3% | -4.1% |
| 6M | +9.2% | -3.1% | +12.3% | +9.5% |
| YTD | +23.0% | -28.7% | +51.7% | +24.8% |
| 1Y | +20.7% | +12.5% | +8.2% | +19.0% |
| All | +20.7% | +8.5% | +12.2% | +19.0% |
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