-84.1%
RIVN vs DLR
+41.8%
-125.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -1.3% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +0.6% | -4.3% | +4.9% | +3.4% |
| 3M | +3.2% | +3.8% | -0.7% | -1.9% |
| 6M | -3.7% | +5.8% | -9.6% | -9.8% |
| YTD | -18.7% | +23.5% | -42.2% | -32.5% |
| 1Y | +14.7% | +11.1% | +3.7% | +2.2% |
| 3Y | -31.5% | +57.9% | -89.4% | -56.9% |
| All | -84.1% | +41.8% | -125.8% | -88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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