+17.4%
RIVN vs AMRZ
-20.1%
+37.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +1.8% | -7.5% | +9.4% | +4.5% |
| 30D | +0.6% | -12.4% | +13.0% | +5.2% |
| 3M | +3.2% | -22.4% | +25.5% | +12.4% |
| 6M | -3.7% | -29.5% | +25.8% | +6.9% |
| YTD | -18.7% | -24.1% | +5.5% | -11.5% |
| 1Y | +14.7% | -26.3% | +41.0% | +22.9% |
| All | +17.4% | -20.1% | +37.6% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 10y: compounded portfolio wealth divided by compounded AMRZ 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…
10y analysis · Full analysis span regression · 6 months rolling