-84.1%
RIVN vs AU
+496.9%
-581.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | +1.8% | -4.3% | +6.1% | +2.8% |
| 30D | +0.6% | +7.3% | -6.7% | -0.9% |
| 3M | +3.2% | +26.3% | -23.2% | -1.8% |
| 6M | -3.7% | +1.8% | -5.5% | -5.2% |
| YTD | -18.7% | +26.8% | -45.5% | -23.5% |
| 1Y | +14.7% | +66.7% | -51.9% | +2.2% |
| 3Y | -31.5% | +579.1% | -610.6% | -56.8% |
| All | -84.1% | +496.9% | -581.0% | -90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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