+119.4%
ADI vs RIVN
-85.0%
+204.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.7% |
| 7D | +2.6% | +2.5% | +0.1% | +2.2% |
| 30D | -4.6% | -2.3% | -2.3% | -4.4% |
| 3M | -9.5% | +1.7% | -11.2% | -10.6% |
| 6M | +14.8% | +0.9% | +14.0% | +13.1% |
| YTD | +35.8% | -18.8% | +54.6% | +37.5% |
| 1Y | +48.9% | +14.8% | +34.1% | +40.1% |
| 3Y | +115.6% | -30.7% | +146.3% | +106.3% |
| All | +119.4% | -85.0% | +204.4% | +137.4% |
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