-30.0%
RIVN vs AMT
+6.7%
-36.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.7% |
| 7D | +4.1% | -0.2% | +4.3% | +4.1% |
| 30D | +1.1% | +1.8% | -0.8% | +0.7% |
| 3M | -4.0% | -6.2% | +2.2% | -2.7% |
| 6M | +5.2% | -5.0% | +10.2% | +6.0% |
| YTD | -18.0% | +2.1% | -20.0% | -19.2% |
| 1Y | +15.6% | -5.7% | +21.3% | +16.7% |
| 3Y | -30.0% | +7.9% | -37.9% | -32.1% |
| All | -30.0% | +6.7% | -36.7% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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