-86.6%
RIVN vs DOC
-20.1%
-66.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.0% | -1.1% |
| 7D | -3.7% | +1.0% | -4.7% | -4.4% |
| 30D | 0.0% | +8.1% | -8.1% | -5.7% |
| 3M | -17.2% | +0.9% | -18.1% | -18.0% |
| 6M | -3.8% | +6.3% | -10.1% | -9.8% |
| YTD | -31.3% | +33.8% | -65.1% | -48.2% |
| 1Y | -24.9% | +21.6% | -46.5% | -38.6% |
| 3Y | -12.1% | +53.4% | -65.5% | -44.7% |
| 5Y | -89.0% | -21.0% | -68.0% | -86.1% |
| All | -86.6% | -20.1% | -66.5% | -83.1% |
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