+14.8%
RIVN vs AR
+21.2%
-6.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +2.5% | -1.2% | +3.7% | +2.7% |
| 30D | -2.3% | +5.5% | -7.9% | -3.2% |
| 3M | +1.7% | +12.9% | -11.1% | -0.7% |
| 6M | +0.9% | +0.1% | +0.8% | +0.4% |
| YTD | -18.8% | +13.5% | -32.3% | -23.5% |
| 1Y | +14.8% | +21.6% | -6.8% | +3.6% |
| All | +14.8% | +21.2% | -6.3% | +3.6% |
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