-21.8%
PATH vs RIVN
-24.4%
+2.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -0.6% |
| 7D | -5.3% | +11.9% | -17.2% | -7.8% |
| 30D | -0.5% | -5.1% | +4.6% | +0.4% |
| 3M | -7.1% | -11.5% | +4.4% | -4.8% |
| 6M | +23.8% | -6.0% | +29.8% | +23.2% |
| YTD | -20.7% | -30.9% | +10.3% | -16.3% |
| 1Y | -8.1% | -10.6% | +2.5% | -9.4% |
| 3Y | -21.8% | -20.8% | -1.0% | -24.0% |
| All | -21.8% | -24.4% | +2.6% | -24.0% |
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