-23.7%
PATH vs RIVN
-11.8%
-11.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.6% | +2.7% |
| 7D | -2.7% | -3.7% | +1.0% | -2.0% |
| 30D | -1.4% | 0.0% | -1.4% | -1.6% |
| 3M | -16.4% | -17.2% | +0.8% | -13.1% |
| 6M | +23.3% | -3.8% | +27.1% | +22.0% |
| YTD | -19.8% | -31.3% | +11.5% | -15.3% |
| 1Y | -8.6% | -24.9% | +16.3% | -6.1% |
| All | -23.7% | -11.8% | -11.9% | -28.7% |
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