+14.9%
RIVN vs AEE
+8.8%
+6.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.1% | -1.0% |
| 7D | -2.1% | +0.3% | -2.4% | -1.9% |
| 30D | +1.2% | -2.3% | +3.4% | 0.0% |
| 3M | -13.1% | +0.2% | -13.4% | -14.1% |
| 6M | +5.5% | -4.7% | +10.2% | +4.1% |
| YTD | -20.1% | +8.1% | -28.2% | -16.9% |
| 1Y | +14.9% | +8.5% | +6.3% | +24.2% |
| All | +14.9% | +8.8% | +6.1% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling