+14.9%
RIVN vs AG
+117.1%
-102.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.9% | +5.1% | +1.3% |
| 7D | +0.9% | -5.8% | +6.7% | +2.1% |
| 30D | -1.9% | +6.4% | -8.3% | -3.2% |
| 3M | +8.7% | +28.4% | -19.6% | +3.8% |
| 6M | -3.0% | -24.5% | +21.5% | -3.2% |
| YTD | -18.6% | +21.2% | -39.8% | -17.9% |
| All | +14.9% | +117.1% | -102.2% | +13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling