-86.4%
RIVN vs AMT
-19.6%
-66.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.5% |
| 7D | +3.1% | +1.6% | +1.4% | +2.3% |
| 30D | -1.9% | +4.5% | -6.3% | -4.0% |
| 3M | -16.4% | +13.8% | -30.2% | -21.7% |
| 6M | -3.7% | +10.0% | -13.7% | -10.1% |
| YTD | -30.5% | +11.8% | -42.2% | -36.2% |
| 1Y | -16.5% | +10.2% | -26.7% | -23.1% |
| 3Y | -11.0% | +15.1% | -26.2% | -26.2% |
| 5Y | -86.4% | -18.8% | -67.6% | -85.8% |
| All | -86.4% | -19.6% | -66.8% | -85.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling