-84.1%
RIVN vs AEP
+77.0%
-161.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | +2.5% | +0.9% | +1.6% | +2.3% |
| 30D | -2.3% | +1.5% | -3.8% | -2.8% |
| 3M | +1.7% | -1.7% | +3.4% | +1.5% |
| 6M | +0.9% | -4.0% | +4.9% | +1.0% |
| YTD | -18.8% | +10.6% | -29.4% | -22.2% |
| 1Y | +14.8% | +18.6% | -3.8% | +7.2% |
| 3Y | -30.7% | +78.7% | -109.4% | -46.7% |
| All | -84.1% | +77.0% | -161.1% | -86.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling