-24.8%
RIVN vs AG
+195.3%
-220.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.4% | -2.4% | -4.4% |
| 7D | -10.5% | -10.0% | -0.5% | -8.9% |
| 30D | -5.9% | -10.5% | +4.5% | -4.3% |
| 3M | -23.0% | -27.3% | +4.2% | -19.2% |
| 6M | -14.6% | -43.0% | +28.3% | -8.4% |
| YTD | -38.2% | -17.9% | -20.3% | -36.5% |
| 1Y | -25.7% | +11.9% | -37.6% | -26.3% |
| 3Y | -24.8% | +201.8% | -226.6% | -42.3% |
| All | -24.8% | +195.3% | -220.1% | -42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling