-76.8%
PATH vs RIVN
-87.3%
+10.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -0.9% |
| 7D | -5.3% | +11.9% | -17.2% | -9.0% |
| 30D | -0.5% | -5.1% | +4.6% | +0.7% |
| 3M | -7.1% | -11.5% | +4.4% | -3.8% |
| 6M | +23.8% | -6.0% | +29.8% | +22.2% |
| YTD | -20.7% | -30.9% | +10.3% | -14.6% |
| 1Y | -8.1% | -10.6% | +2.5% | -11.2% |
| 3Y | -21.8% | -20.8% | -1.0% | -32.0% |
| All | -76.8% | -87.3% | +10.5% | -69.4% |
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