-31.5%
RIVN vs AEE
+46.3%
-77.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.8% | -0.8% | +2.6% | +1.8% |
| 30D | +0.6% | -2.9% | +3.5% | +0.4% |
| 3M | +3.2% | -2.4% | +5.6% | +2.5% |
| 6M | -3.7% | -2.7% | -1.0% | -4.2% |
| YTD | -18.7% | +7.3% | -25.9% | -19.7% |
| 1Y | +14.7% | +7.5% | +7.2% | +13.2% |
| 3Y | -31.5% | +46.2% | -77.7% | -38.8% |
| All | -31.5% | +46.3% | -77.8% | -38.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling