-84.1%
RIVN vs CAPR
+135.1%
-219.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.9% | +4.2% | +0.3% |
| 7D | +0.9% | -10.6% | +11.4% | +1.1% |
| 30D | -1.9% | +111.2% | -113.1% | -3.5% |
| 3M | +8.7% | -67.2% | +76.0% | +9.6% |
| 6M | -3.0% | -75.1% | +72.2% | -1.6% |
| YTD | -18.6% | -71.2% | +52.7% | -17.8% |
| 1Y | +15.4% | +31.1% | -15.7% | +7.2% |
| 3Y | -30.5% | +31.3% | -61.8% | -45.3% |
| All | -84.1% | +135.1% | -219.2% | -89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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