-86.6%
RIVN vs D
+13.8%
-100.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | -3.7% | -2.4% | -1.3% | -3.0% |
| 30D | 0.0% | +9.0% | -9.0% | -2.5% |
| 3M | -17.2% | +1.0% | -18.2% | -17.5% |
| 6M | -3.8% | +11.0% | -14.8% | -7.6% |
| YTD | -31.3% | +19.8% | -51.1% | -35.8% |
| 1Y | -24.9% | +16.0% | -40.8% | -29.0% |
| 3Y | -12.1% | +74.4% | -86.4% | -30.8% |
| 5Y | -89.0% | +13.5% | -102.5% | -90.2% |
| All | -86.6% | +13.8% | -100.3% | -88.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling