-84.1%
RIVN vs AEIS
+218.4%
-302.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.9% | -5.1% | -3.0% |
| 7D | +1.8% | +2.3% | -0.4% | +0.3% |
| 30D | +0.6% | -14.8% | +15.4% | +9.0% |
| 3M | +3.2% | -15.6% | +18.7% | +7.1% |
| 6M | -3.7% | -8.7% | +5.0% | -8.6% |
| YTD | -18.7% | +37.3% | -56.0% | -45.4% |
| 1Y | +14.7% | +80.3% | -65.6% | -38.3% |
| 3Y | -31.5% | +177.9% | -209.5% | -76.8% |
| All | -84.1% | +218.4% | -302.5% | -95.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling