+105.6%
APH vs RIVN
-85.3%
+190.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.0% | -45.8% | -47.5% |
| 7D | -48.7% | -6.3% | -42.4% | -48.2% |
| 30D | -51.9% | +1.2% | -53.1% | -52.0% |
| 3M | -43.6% | -13.1% | -30.4% | -42.8% |
| 6M | -37.5% | +5.5% | -43.0% | -38.4% |
| YTD | -38.6% | -20.1% | -18.5% | -37.8% |
| 1Y | -26.3% | +14.9% | -41.2% | -29.2% |
| 3Y | +89.2% | -32.5% | +121.7% | +85.3% |
| All | +105.6% | -85.3% | +190.8% | +119.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling