+15.6%
RIVN vs AMIX
-80.5%
+96.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.7% |
| 7D | +4.1% | -3.4% | +7.5% | +4.1% |
| 30D | +1.1% | -54.4% | +55.4% | +1.4% |
| 3M | -4.0% | -45.7% | +41.8% | -4.6% |
| 6M | +5.2% | -49.2% | +54.4% | +3.9% |
| YTD | -18.0% | -60.3% | +42.4% | -19.6% |
| 1Y | +15.6% | -81.4% | +96.9% | +15.5% |
| All | +15.6% | -80.5% | +96.1% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling