+16.5%
APH vs RIVN
-29.4%
+45.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.8% | +3.1% | -1.0% |
| 7D | +4.9% | -10.5% | +15.4% | +6.7% |
| 30D | -5.4% | -5.9% | +0.6% | -4.5% |
| 3M | -5.5% | -23.0% | +17.6% | -1.8% |
| 6M | +25.9% | -14.6% | +40.6% | +27.9% |
| YTD | +16.4% | -38.2% | +54.6% | +17.9% |
| 1Y | +16.5% | -25.7% | +42.2% | +21.1% |
| All | +16.5% | -29.4% | +45.8% | +21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling