-91.8%
RIVN vs AA
-17.9%
-73.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.8% | -3.1% | -4.2% |
| 7D | -10.5% | +0.5% | -11.0% | -10.7% |
| 30D | -5.9% | -0.6% | -5.4% | -5.8% |
| 3M | -23.0% | -19.7% | -3.4% | -17.2% |
| 6M | -14.6% | -41.6% | +26.9% | +1.6% |
| YTD | -38.2% | -24.6% | -13.6% | -34.0% |
| 1Y | -25.7% | +4.9% | -30.6% | -29.6% |
| 3Y | -24.8% | +66.8% | -91.6% | -45.1% |
| All | -91.8% | -17.9% | -73.9% | -92.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling