+12.5%
RIVN vs AR
+14.7%
-2.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -6.3% | +12.1% | +5.8% |
| 7D | +20.5% | -11.1% | +31.6% | +20.6% |
| 30D | -3.7% | +7.9% | -11.6% | -4.6% |
| 3M | -10.8% | +4.9% | -15.7% | -11.4% |
| 6M | -3.1% | -5.3% | +2.2% | -1.8% |
| YTD | -28.7% | +8.6% | -37.3% | -32.1% |
| 1Y | +12.5% | +13.7% | -1.2% | +5.1% |
| All | +12.5% | +14.7% | -2.2% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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