+106.8%
AMGN vs RIVN
-85.0%
+191.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -13.7% | +1.8% | -15.5% | -13.8% |
| 30D | -8.8% | +0.6% | -9.4% | -8.9% |
| 3M | +7.2% | +3.2% | +4.0% | +6.7% |
| 6M | +1.3% | -3.7% | +5.0% | +1.0% |
| YTD | +17.6% | -18.7% | +36.3% | +17.8% |
| 1Y | +37.2% | +14.7% | +22.4% | +35.2% |
| 3Y | +57.7% | -31.5% | +89.3% | +55.1% |
| All | +106.8% | -85.0% | +191.8% | +105.3% |
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