+133.4%
XLK vs RIVN
-85.0%
+218.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.4% |
| 7D | -0.4% | +0.9% | -1.3% | -0.5% |
| 30D | -0.5% | -1.9% | +1.4% | -0.3% |
| 3M | +5.0% | +8.7% | -3.8% | +3.0% |
| 6M | +32.9% | -3.0% | +35.8% | +32.0% |
| YTD | +29.0% | -18.6% | +47.5% | +30.4% |
| 1Y | +37.8% | +15.4% | +22.5% | +31.3% |
| 3Y | +118.7% | -30.5% | +149.2% | +111.5% |
| All | +133.4% | -85.0% | +218.3% | +152.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling