-30.0%
RIVN vs APD
+10.0%
-40.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.2% | +3.9% | +3.0% |
| 7D | +4.1% | -2.5% | +6.6% | +4.6% |
| 30D | +1.1% | -1.9% | +3.0% | +1.4% |
| 3M | -4.0% | +8.2% | -12.2% | -5.4% |
| 6M | +5.2% | +10.7% | -5.5% | +2.9% |
| YTD | -18.0% | +22.9% | -40.9% | -22.6% |
| 1Y | +15.6% | +5.8% | +9.8% | +14.5% |
| 3Y | -30.0% | +7.8% | -37.8% | -27.0% |
| All | -30.0% | +10.0% | -40.0% | -27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling