-84.4%
RIVN vs APO
+95.0%
-179.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | -2.1% | -1.0% | -1.0% | -1.4% |
| 30D | +1.2% | +3.5% | -2.3% | -1.3% |
| 3M | -13.1% | +4.5% | -17.7% | -16.5% |
| 6M | +5.5% | +22.8% | -17.3% | -9.8% |
| YTD | -20.1% | -6.5% | -13.6% | -18.9% |
| 1Y | +14.9% | +0.8% | +14.1% | +9.2% |
| 3Y | -32.5% | +62.0% | -94.4% | -62.6% |
| All | -84.4% | +95.0% | -179.4% | -92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 all: compounded portfolio wealth divided by compounded APO 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…
all analysis · Full analysis span regression · 6 months rolling