-64.1%
ZTS vs RIVN
-84.9%
+20.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.7% | -5.7% | -3.2% |
| 7D | -4.8% | +4.1% | -8.9% | -5.1% |
| 30D | +1.2% | +1.1% | +0.2% | +1.1% |
| 3M | -6.0% | -4.0% | -2.0% | -6.4% |
| 6M | -38.7% | +5.2% | -43.9% | -39.6% |
| YTD | -40.6% | -18.0% | -22.7% | -40.4% |
| 1Y | -50.6% | +15.6% | -66.2% | -52.3% |
| 3Y | -58.7% | -30.0% | -28.7% | -60.0% |
| All | -64.1% | -84.9% | +20.7% | -63.5% |
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