-84.1%
RIVN vs AEP
+75.1%
-159.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +1.8% | -0.9% | +2.8% | +2.1% |
| 30D | +0.6% | -1.1% | +1.7% | +0.8% |
| 3M | +3.2% | -3.3% | +6.4% | +3.3% |
| 6M | -3.7% | -4.6% | +0.9% | -3.5% |
| YTD | -18.7% | +9.4% | -28.1% | -21.9% |
| 1Y | +14.7% | +16.9% | -2.2% | +7.6% |
| 3Y | -31.5% | +76.6% | -108.2% | -47.2% |
| All | -84.1% | +75.1% | -159.1% | -86.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling