+12.5%
RIVN vs AEIS
+6.2%
+6.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -11.1% | +16.9% | +8.2% |
| 7D | +20.5% | -12.7% | +33.2% | +23.5% |
| 30D | -3.7% | -28.8% | +25.1% | +3.8% |
| 3M | -10.8% | -38.0% | +27.2% | -1.0% |
| 6M | -3.1% | -45.3% | +42.2% | +9.4% |
| YTD | -28.7% | +1.1% | -29.8% | -45.9% |
| 1Y | +12.5% | +8.6% | +3.9% | -22.7% |
| All | +12.5% | +6.2% | +6.2% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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