-83.9%
RIVN vs DLR
+42.5%
-126.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.1% | +2.3% |
| 7D | +4.1% | +3.4% | +0.7% | +1.8% |
| 30D | +1.1% | -2.2% | +3.3% | +2.3% |
| 3M | -4.0% | +4.7% | -8.7% | -9.2% |
| 6M | +5.2% | +9.0% | -3.8% | -3.5% |
| YTD | -18.0% | +24.1% | -42.1% | -32.1% |
| 1Y | +15.6% | +20.9% | -5.4% | -4.0% |
| 3Y | -30.0% | +60.0% | -90.0% | -56.5% |
| All | -83.9% | +42.5% | -126.4% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling