-84.1%
RIVN vs AWK
-8.2%
-75.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +0.9% | -0.7% | +1.6% | +1.3% |
| 30D | -1.9% | +2.8% | -4.7% | -3.4% |
| 3M | +8.7% | +11.3% | -2.6% | +2.0% |
| 6M | -3.0% | +6.7% | -9.7% | -7.8% |
| YTD | -18.6% | +9.4% | -27.9% | -24.0% |
| 1Y | +15.4% | +3.7% | +11.7% | +10.4% |
| 3Y | -30.5% | +9.2% | -39.7% | -39.2% |
| All | -84.1% | -8.2% | -75.9% | -84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AWK.
Daily Out/Under-Performance
Portfolio return minus AWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AWK 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 AWK 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