-84.1%
RIVN vs AG
+38.7%
-122.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.4% |
| 7D | +1.8% | -6.7% | +8.6% | +3.1% |
| 30D | +0.6% | +2.2% | -1.5% | +0.1% |
| 3M | +3.2% | +15.7% | -12.5% | +0.2% |
| 6M | -3.7% | -23.8% | +20.1% | -0.5% |
| YTD | -18.7% | +17.6% | -36.3% | -22.4% |
| 1Y | +14.7% | +88.6% | -73.9% | -0.7% |
| 3Y | -31.5% | +253.4% | -285.0% | -51.8% |
| All | -84.1% | +38.7% | -122.8% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 10y: compounded portfolio wealth divided by compounded AG 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…
10y analysis · Full analysis span regression · 6 months rolling