+12.5%
RIVN vs D
+23.9%
-11.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.4% | +1.3% | +5.5% |
| 7D | +20.5% | +8.5% | +12.0% | +20.3% |
| 30D | -3.7% | +14.3% | -18.0% | -3.6% |
| 3M | -10.8% | +1.8% | -12.6% | -10.9% |
| 6M | -3.1% | +13.0% | -16.1% | -4.4% |
| YTD | -28.7% | +22.7% | -51.4% | -29.2% |
| 1Y | +12.5% | +22.6% | -10.1% | +11.3% |
| All | +12.5% | +23.9% | -11.4% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1y: compounded portfolio wealth divided by compounded D 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…
1y analysis · Full analysis span regression · 6 months rolling