+225.9%
APP vs RIVN
-84.9%
+310.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.7% | -5.4% | -3.6% |
| 7D | +0.1% | +4.1% | -4.0% | -1.4% |
| 30D | -10.0% | +1.1% | -11.1% | -10.7% |
| 3M | -44.6% | -4.0% | -40.7% | -45.0% |
| 6M | -37.9% | +5.2% | -43.1% | -41.2% |
| YTD | -53.7% | -18.0% | -35.7% | -52.3% |
| 1Y | -43.0% | +15.6% | -58.5% | -49.9% |
| 3Y | +640.8% | -30.0% | +670.8% | +572.4% |
| All | +225.9% | -84.9% | +310.8% | +334.5% |
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