+120.4%
XLK vs RIVN
-31.8%
+152.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | +0.2% | +1.8% | -1.6% | 0.0% |
| 30D | -0.6% | +0.6% | -1.3% | -0.8% |
| 3M | +2.6% | +3.2% | -0.6% | +1.7% |
| 6M | +34.0% | -3.7% | +37.7% | +33.5% |
| YTD | +30.7% | -18.7% | +49.3% | +31.6% |
| 1Y | +39.2% | +14.7% | +24.5% | +34.9% |
| 3Y | +120.4% | -31.5% | +151.9% | +113.5% |
| All | +120.4% | -31.8% | +152.2% | +113.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling