-31.5%
RIVN vs AZN
+28.0%
-59.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.5% | -0.2% |
| 7D | +1.8% | -1.6% | +3.4% | +2.2% |
| 30D | +0.6% | +1.1% | -0.4% | +0.5% |
| 3M | +3.2% | -12.1% | +15.3% | +5.3% |
| 6M | -3.7% | -17.1% | +13.4% | -0.2% |
| YTD | -18.7% | -12.0% | -6.7% | -17.3% |
| 1Y | +14.7% | -0.2% | +15.0% | +13.1% |
| 3Y | -31.5% | +26.8% | -58.3% | -39.6% |
| All | -31.5% | +28.0% | -59.5% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 3y: compounded portfolio wealth divided by compounded AZN 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…
3y analysis · Full analysis span regression · 6 months rolling