-87.9%
RIVN vs DOC
-21.3%
-66.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.2% | -4.7% | -4.7% |
| 7D | -10.5% | -0.9% | -9.6% | -9.9% |
| 30D | -5.9% | +7.7% | -13.7% | -11.0% |
| 3M | -23.0% | -2.0% | -21.0% | -22.0% |
| 6M | -14.6% | +5.9% | -20.5% | -19.7% |
| YTD | -38.2% | +31.8% | -70.0% | -52.9% |
| 1Y | -25.7% | +22.5% | -48.2% | -39.8% |
| 3Y | -24.8% | +54.7% | -79.5% | -53.2% |
| 5Y | -90.6% | -21.3% | -69.3% | -88.1% |
| All | -87.9% | -21.3% | -66.6% | -84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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