-21.6%
RIVN vs AS
+123.4%
-145.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.8% | -4.0% | -4.6% |
| 7D | -10.5% | -4.9% | -5.6% | -9.2% |
| 30D | -5.9% | +3.9% | -9.8% | -6.8% |
| 3M | -23.0% | -9.6% | -13.4% | -20.9% |
| 6M | -14.6% | -8.7% | -6.0% | -12.7% |
| YTD | -38.2% | -19.8% | -18.4% | -34.8% |
| 1Y | -25.7% | -1.5% | -24.1% | -25.8% |
| All | -21.6% | +123.4% | -145.0% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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