-31.5%
RIVN vs AZO
+10.0%
-41.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | +1.8% | -3.6% | +5.4% | +2.0% |
| 30D | +0.6% | -5.6% | +6.2% | +0.9% |
| 3M | +3.2% | -6.6% | +9.8% | +3.3% |
| 6M | -3.7% | -22.5% | +18.8% | -0.9% |
| YTD | -18.7% | -15.2% | -3.5% | -16.7% |
| 1Y | +14.7% | -33.9% | +48.7% | +20.1% |
| 3Y | -31.5% | +11.8% | -43.3% | -32.3% |
| All | -31.5% | +10.0% | -41.6% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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