+306.4%
APH vs RIVN
-87.2%
+393.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.7% |
| 7D | -5.0% | +3.1% | -8.1% | -5.4% |
| 30D | -8.4% | -1.9% | -6.5% | -8.2% |
| 3M | -4.5% | -16.4% | +11.9% | -2.6% |
| 6M | +25.3% | -3.7% | +28.9% | +24.7% |
| YTD | +18.9% | -30.5% | +49.4% | +22.3% |
| 1Y | +11.9% | -16.5% | +28.4% | +12.1% |
| 3Y | +278.0% | -11.0% | +289.0% | +257.6% |
| 5Y | +306.4% | -86.4% | +392.8% | +340.6% |
| All | +306.4% | -87.2% | +393.6% | +340.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling