-83.9%
RIVN vs AG
+47.1%
-131.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.8% | +2.9% |
| 7D | +4.1% | +4.5% | -0.4% | +3.2% |
| 30D | +1.1% | +12.9% | -11.8% | -1.3% |
| 3M | -4.0% | +20.9% | -24.9% | -7.4% |
| 6M | +5.2% | -19.5% | +24.7% | +7.6% |
| YTD | -18.0% | +24.8% | -42.8% | -22.6% |
| 1Y | +15.6% | +120.2% | -104.7% | -2.9% |
| 3Y | -30.0% | +279.0% | -309.0% | -51.4% |
| All | -83.9% | +47.1% | -131.1% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling