-6.1%
PATH vs RIVN
-32.1%
+25.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.1% | -15.6% | -16.4% |
| 7D | -16.3% | -2.1% | -14.3% | -15.9% |
| 30D | +9.9% | +1.2% | +8.8% | +9.7% |
| 3M | +30.2% | -13.1% | +43.3% | +32.7% |
| 6M | +37.2% | +5.5% | +31.7% | +32.7% |
| YTD | -7.3% | -20.1% | +12.8% | -4.9% |
| 1Y | +40.0% | +14.9% | +25.1% | +29.6% |
| All | -6.1% | -32.1% | +25.9% | -6.3% |
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