+228.5%
APP vs RIVN
-85.0%
+313.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +3.0% |
| 7D | +0.3% | +0.9% | -0.6% | -0.1% |
| 30D | -1.3% | -1.9% | +0.6% | -1.0% |
| 3M | -36.2% | +8.7% | -44.9% | -39.4% |
| 6M | -34.1% | -3.0% | -31.2% | -35.7% |
| YTD | -53.3% | -18.6% | -34.8% | -51.8% |
| 1Y | -44.5% | +15.4% | -59.9% | -51.2% |
| 3Y | +646.7% | -30.5% | +677.2% | +579.5% |
| All | +228.5% | -85.0% | +313.5% | +339.1% |
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 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