+14.9%
RIVN vs AEP
+16.1%
-1.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -2.1% | +1.8% | -3.8% | -1.4% |
| 30D | +1.2% | -0.8% | +2.0% | +1.0% |
| 3M | -13.1% | -1.8% | -11.3% | -14.1% |
| 6M | +5.5% | -5.4% | +10.9% | +4.2% |
| YTD | -20.1% | +10.4% | -30.6% | -18.7% |
| 1Y | +14.9% | +18.2% | -3.3% | +35.6% |
| All | +14.9% | +16.1% | -1.2% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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