+262.1%
APH vs RIVN
-24.4%
+286.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.4% | +1.7% | +3.8% |
| 7D | -5.9% | +11.9% | -17.9% | -7.1% |
| 30D | -14.8% | -5.1% | -9.7% | -14.4% |
| 3M | -12.4% | -11.5% | -0.9% | -11.4% |
| 6M | +8.1% | -6.0% | +14.1% | +8.1% |
| YTD | +10.9% | -30.9% | +41.9% | +13.5% |
| 1Y | +8.8% | -10.6% | +19.3% | +8.4% |
| 3Y | +262.1% | -20.8% | +282.8% | +264.3% |
| All | +262.1% | -24.4% | +286.5% | +264.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling