-24.4%
RIVN vs AMIX
-100.0%
+75.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.1% | -6.0% | -4.8% |
| 7D | -10.5% | -9.9% | -0.6% | -10.5% |
| 30D | -5.9% | -52.8% | +46.8% | -5.8% |
| 3M | -23.0% | -80.0% | +57.0% | -22.8% |
| 6M | -14.6% | -80.2% | +65.6% | -15.2% |
| YTD | -38.2% | -88.1% | +49.9% | -39.0% |
| 1Y | -25.7% | -91.1% | +65.4% | -26.7% |
| All | -24.4% | -100.0% | +75.5% | -46.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling