-84.1%
RIVN vs APD
+6.3%
-90.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.7% |
| 7D | +2.5% | -4.6% | +7.1% | +4.6% |
| 30D | -2.3% | -4.2% | +1.8% | -0.5% |
| 3M | +1.7% | +5.0% | -3.2% | -0.7% |
| 6M | +0.9% | +8.9% | -8.1% | -3.8% |
| YTD | -18.8% | +21.9% | -40.7% | -27.8% |
| 1Y | +14.8% | +5.6% | +9.3% | +9.6% |
| 3Y | -30.7% | +6.9% | -37.6% | -36.2% |
| All | -84.1% | +6.3% | -90.4% | -88.4% |
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