-84.1%
RIVN vs AON
+5.5%
-89.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.5% | +0.6% |
| 7D | +1.8% | -6.3% | +8.2% | +4.9% |
| 30D | +0.6% | -14.1% | +14.7% | +7.5% |
| 3M | +3.2% | -9.5% | +12.6% | +6.7% |
| 6M | -3.7% | -4.0% | +0.3% | -4.5% |
| YTD | -18.7% | -13.8% | -4.9% | -14.7% |
| 1Y | +14.7% | -18.3% | +33.0% | +23.9% |
| 3Y | -31.5% | -7.2% | -24.3% | -35.1% |
| All | -84.1% | +5.5% | -89.6% | -86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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