-84.1%
RIVN vs AA
+7.8%
-91.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +1.8% | -3.4% | +5.3% | +3.0% |
| 30D | +0.6% | -5.8% | +6.4% | +2.6% |
| 3M | +3.2% | -29.9% | +33.1% | +16.0% |
| 6M | -3.7% | -27.0% | +23.3% | +5.6% |
| YTD | -18.7% | -8.7% | -10.0% | -18.6% |
| 1Y | +14.7% | +50.6% | -35.9% | -6.1% |
| 3Y | -31.5% | +74.1% | -105.6% | -51.4% |
| All | -84.1% | +7.8% | -91.9% | -88.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling