-40.0%
AAL vs RIVN
-85.0%
+45.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.3% | +0.4% |
| 7D | -1.3% | +2.5% | -3.8% | -1.8% |
| 30D | -13.7% | -2.3% | -11.4% | -13.5% |
| 3M | -8.2% | +1.7% | -9.9% | -9.4% |
| 6M | +13.1% | +0.9% | +12.3% | +10.8% |
| YTD | -15.6% | -18.8% | +3.2% | -14.5% |
| 1Y | +1.4% | +14.8% | -13.4% | -5.6% |
| 3Y | -7.4% | -30.7% | +23.3% | -12.0% |
| All | -40.0% | -85.0% | +45.0% | -36.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling