-84.1%
RIVN vs DBX
+23.7%
-107.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.5% |
| 7D | +0.9% | -1.8% | +2.7% | +1.9% |
| 30D | -1.9% | +2.8% | -4.7% | -3.9% |
| 3M | +8.7% | +26.8% | -18.0% | -7.7% |
| 6M | -3.0% | +32.8% | -35.7% | -22.5% |
| YTD | -18.6% | +26.1% | -44.6% | -32.6% |
| 1Y | +15.4% | +14.1% | +1.3% | +1.7% |
| 3Y | -30.5% | +25.7% | -56.2% | -49.1% |
| All | -84.1% | +23.7% | -107.7% | -89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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