-20.9%
RIVN vs ALC
+1.2%
-22.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.6% | -5.0% |
| 7D | -3.7% | -6.2% | +2.5% | -0.5% |
| 30D | -4.3% | +14.0% | -18.3% | -10.5% |
| 3M | -19.6% | -2.4% | -17.3% | -18.7% |
| 6M | -8.2% | +12.6% | -20.9% | -14.4% |
| YTD | -35.1% | -8.4% | -26.6% | -32.6% |
| 1Y | -26.9% | -9.1% | -17.8% | -23.7% |
| All | -20.9% | +1.2% | -22.1% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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