-76.8%
PATH vs RIVN
-87.6%
+10.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.5% | +1.8% | -1.9% |
| 7D | -5.6% | +16.1% | -21.7% | -10.4% |
| 30D | -0.7% | -8.4% | +7.7% | +1.8% |
| 3M | -5.9% | -14.6% | +8.7% | -1.3% |
| 6M | +21.6% | -9.0% | +30.6% | +21.4% |
| YTD | -20.6% | -32.6% | +11.9% | -13.9% |
| 1Y | -10.6% | -13.8% | +3.2% | -12.5% |
| 3Y | -24.9% | -25.0% | +0.1% | -33.2% |
| All | -76.8% | -87.6% | +10.8% | -69.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling