+127.7%
ADI vs RIVN
-85.0%
+212.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +5.0% | +4.9% |
| 7D | +4.6% | +1.8% | +2.7% | +4.2% |
| 30D | -1.2% | +0.6% | -1.8% | -1.4% |
| 3M | -7.8% | +3.2% | -11.0% | -9.2% |
| 6M | +19.3% | -3.7% | +23.1% | +18.4% |
| YTD | +40.9% | -18.7% | +59.6% | +42.6% |
| 1Y | +54.5% | +14.7% | +39.7% | +45.4% |
| 3Y | +123.4% | -31.5% | +155.0% | +114.3% |
| All | +127.7% | -85.0% | +212.7% | +146.3% |
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