-83.9%
RIVN vs ALLE
+26.0%
-109.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.7% | +3.4% | +3.3% |
| 7D | +4.1% | +2.8% | +1.3% | +1.7% |
| 30D | +1.1% | -7.6% | +8.7% | +7.7% |
| 3M | -4.0% | +22.8% | -26.8% | -20.7% |
| 6M | +5.2% | +4.6% | +0.6% | -0.6% |
| YTD | -18.0% | -1.2% | -16.7% | -18.9% |
| 1Y | +15.6% | -9.1% | +24.7% | +22.2% |
| 3Y | -30.0% | +50.0% | -80.0% | -55.5% |
| All | -83.9% | +26.0% | -109.9% | -87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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