-31.4%
RIVN vs AEP
+76.9%
-108.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.2% | +0.4% |
| 7D | +0.9% | -1.0% | +1.9% | +1.0% |
| 30D | -1.9% | -0.1% | -1.8% | -2.0% |
| 3M | +8.7% | -3.2% | +11.9% | +8.6% |
| 6M | -3.0% | -5.3% | +2.3% | -2.8% |
| YTD | -18.6% | +9.5% | -28.1% | -21.5% |
| 1Y | +15.4% | +17.5% | -2.1% | +8.7% |
| All | -31.4% | +76.9% | -108.3% | -52.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling