-83.9%
RIVN vs D
+10.7%
-94.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.2% | +2.6% |
| 7D | +4.1% | +0.8% | +3.3% | +3.9% |
| 30D | +1.1% | -0.7% | +1.8% | +1.2% |
| 3M | -4.0% | +2.1% | -6.1% | -4.9% |
| 6M | +5.2% | +6.8% | -1.6% | +2.1% |
| YTD | -18.0% | +16.5% | -34.5% | -22.7% |
| 1Y | +15.6% | +19.2% | -3.6% | +7.8% |
| 3Y | -30.0% | +61.9% | -91.9% | -43.7% |
| All | -83.9% | +10.7% | -94.6% | -85.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling