-84.1%
RIVN vs AEE
+47.5%
-131.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | +2.5% | +1.1% | +1.5% | +2.4% |
| 30D | -2.3% | 0.0% | -2.4% | -2.4% |
| 3M | +1.7% | -0.9% | +2.7% | +1.2% |
| 6M | +0.9% | -2.4% | +3.3% | +0.5% |
| YTD | -18.8% | +8.6% | -27.4% | -21.2% |
| 1Y | +14.8% | +10.2% | +4.7% | +10.7% |
| 3Y | -30.7% | +47.8% | -78.5% | -39.9% |
| All | -84.1% | +47.5% | -131.7% | -86.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling