-84.4%
RIVN vs D
+8.9%
-93.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.4% | -0.6% |
| 7D | -2.1% | +0.4% | -2.5% | -2.2% |
| 30D | +1.2% | -3.6% | +4.7% | +2.2% |
| 3M | -13.1% | -1.0% | -12.1% | -13.2% |
| 6M | +5.5% | +6.3% | -0.8% | +2.5% |
| YTD | -20.1% | +14.7% | -34.9% | -24.4% |
| 1Y | +14.9% | +16.9% | -2.0% | +7.7% |
| 3Y | -32.5% | +56.8% | -89.3% | -45.2% |
| All | -84.4% | +8.9% | -93.3% | -85.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling