+328.3%
APP vs RIVN
-86.9%
+415.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.9% | +1.9% | +3.8% |
| 7D | +79.2% | +6.2% | +72.9% | +74.9% |
| 30D | +48.0% | +0.4% | +47.6% | +46.7% |
| 3M | +18.2% | -12.4% | +30.7% | +22.5% |
| 6M | -12.5% | -1.5% | -11.0% | -15.1% |
| YTD | -39.2% | -28.9% | -10.2% | -34.6% |
| 1Y | -33.9% | -8.0% | -25.9% | -36.4% |
| 3Y | +933.3% | -8.6% | +941.9% | +737.2% |
| All | +328.3% | -86.9% | +415.2% | +496.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling