-15.4%
RIVN vs D
+75.2%
-90.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | +3.1% | +2.4% | +0.7% | +2.6% |
| 30D | -1.9% | +10.9% | -12.8% | -3.7% |
| 3M | -16.4% | +2.8% | -19.3% | -16.8% |
| 6M | -3.7% | +12.7% | -16.4% | -6.7% |
| YTD | -30.5% | +20.3% | -50.8% | -33.7% |
| 1Y | -16.5% | +17.1% | -33.6% | -19.8% |
| All | -15.4% | +75.2% | -90.6% | -36.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling