-84.1%
RIVN vs AGI
+354.3%
-438.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.4% |
| 7D | +2.5% | +2.2% | +0.3% | +1.8% |
| 30D | -2.3% | +11.3% | -13.6% | -5.3% |
| 3M | +1.7% | +5.6% | -3.9% | -0.1% |
| 6M | +0.9% | -27.7% | +28.5% | +8.4% |
| YTD | -18.8% | -4.1% | -14.7% | -19.2% |
| 1Y | +14.8% | +13.8% | +1.0% | +8.6% |
| 3Y | -30.7% | +217.0% | -247.8% | -52.8% |
| All | -84.1% | +354.3% | -438.4% | -86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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