-89.0%
RIVN vs APD
+13.7%
-102.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.6% |
| 7D | -3.7% | -1.2% | -2.5% | -3.2% |
| 30D | 0.0% | +11.0% | -11.0% | -4.5% |
| 3M | -17.2% | +2.6% | -19.8% | -18.3% |
| 6M | -3.8% | +4.8% | -8.7% | -6.2% |
| YTD | -31.3% | +31.0% | -62.3% | -41.0% |
| 1Y | -24.9% | +23.4% | -48.2% | -33.7% |
| 3Y | -12.1% | +28.4% | -40.4% | -28.2% |
| 5Y | -89.0% | +15.2% | -104.2% | -91.5% |
| All | -89.0% | +13.7% | -102.7% | -91.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling