-87.3%
RIVN vs CAPR
+190.1%
-277.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -8.7% | +3.3% | -5.3% |
| 7D | -3.7% | +19.1% | -22.8% | -4.1% |
| 30D | -4.3% | +48.8% | -53.1% | -5.0% |
| 3M | -19.6% | +144.4% | -164.0% | -21.3% |
| 6M | -8.2% | -67.5% | +59.3% | -7.6% |
| YTD | -35.1% | -64.5% | +29.5% | -34.8% |
| 1Y | -26.9% | +74.4% | -101.4% | -32.7% |
| 3Y | -16.9% | +265.7% | -282.6% | -40.9% |
| 5Y | -90.2% | +196.0% | -286.1% | -93.8% |
| All | -87.3% | +190.1% | -277.4% | -92.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling