+11.9%
APH vs RIVN
-11.8%
+23.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.6% |
| 7D | -5.0% | +3.1% | -8.1% | -5.4% |
| 30D | -8.4% | -1.9% | -6.5% | -8.1% |
| 3M | -4.5% | -16.4% | +11.9% | -2.1% |
| 6M | +25.3% | -3.7% | +28.9% | +24.9% |
| YTD | +18.9% | -30.5% | +49.4% | +19.4% |
| 1Y | +11.9% | -16.5% | +28.4% | +12.1% |
| All | +11.9% | -11.8% | +23.8% | +12.1% |
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