-25.7%
RIVN vs APD
+25.0%
-50.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.1% | -4.9% | -4.8% |
| 7D | -10.5% | +3.8% | -14.3% | -9.9% |
| 30D | -5.9% | +8.2% | -14.2% | -4.3% |
| 3M | -23.0% | +4.3% | -27.3% | -22.2% |
| 6M | -14.6% | +4.7% | -19.3% | -14.4% |
| YTD | -38.2% | +31.5% | -69.8% | -34.4% |
| 1Y | -25.7% | +23.5% | -49.2% | -20.0% |
| All | -25.7% | +25.0% | -50.7% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling