-83.9%
RIVN vs AEIS
+220.0%
-304.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.8% | -0.1% | +1.1% |
| 7D | +4.1% | +8.1% | -4.0% | -0.6% |
| 30D | +1.1% | -11.1% | +12.2% | +6.6% |
| 3M | -4.0% | -5.6% | +1.7% | -7.6% |
| 6M | +5.2% | -0.6% | +5.8% | -5.7% |
| YTD | -18.0% | +38.0% | -56.0% | -45.0% |
| 1Y | +15.6% | +87.2% | -71.7% | -39.4% |
| 3Y | -30.0% | +179.7% | -209.7% | -76.3% |
| All | -83.9% | +220.0% | -304.0% | -95.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling