-84.1%
RIVN vs AA
+13.3%
-97.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +0.9% | -0.3% |
| 7D | +2.5% | -0.6% | +3.2% | +2.8% |
| 30D | -2.3% | -1.6% | -0.8% | -2.0% |
| 3M | +1.7% | -29.8% | +31.6% | +14.4% |
| 6M | +0.9% | -16.6% | +17.5% | +5.5% |
| YTD | -18.8% | -4.0% | -14.8% | -20.1% |
| 1Y | +14.8% | +63.5% | -48.7% | -8.7% |
| 3Y | -30.7% | +86.8% | -117.5% | -52.0% |
| All | -84.1% | +13.3% | -97.4% | -88.5% |
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