-86.4%
RIVN vs AR
+87.1%
-173.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.3% | -3.6% | -0.5% |
| 7D | +3.1% | -5.8% | +8.8% | +4.6% |
| 30D | -1.9% | +4.8% | -6.7% | -3.7% |
| 3M | -16.4% | +1.5% | -17.9% | -17.4% |
| 6M | -3.7% | +4.7% | -8.4% | -6.5% |
| YTD | -30.5% | +9.2% | -39.7% | -34.0% |
| 1Y | -16.5% | +11.2% | -27.7% | -21.3% |
| 3Y | -11.0% | +46.2% | -57.3% | -26.6% |
| 5Y | -86.4% | +98.1% | -184.5% | -89.9% |
| All | -86.4% | +87.1% | -173.5% | -89.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling