-84.1%
RIVN vs AG
+50.2%
-134.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -1.4% |
| 7D | +2.5% | -0.1% | +2.6% | +2.5% |
| 30D | -2.3% | +12.5% | -14.8% | -4.6% |
| 3M | +1.7% | +28.2% | -26.4% | -2.9% |
| 6M | +0.9% | -18.8% | +19.7% | +3.0% |
| YTD | -18.8% | +27.4% | -46.2% | -23.7% |
| 1Y | +14.8% | +132.2% | -117.4% | -4.5% |
| 3Y | -30.7% | +286.9% | -317.6% | -52.1% |
| All | -84.1% | +50.2% | -134.3% | -83.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling