-87.3%
RIVN vs DOC
-21.1%
-66.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.3% | -4.2% | -4.5% |
| 7D | -3.7% | 0.0% | -3.7% | -3.6% |
| 30D | -4.3% | +6.6% | -10.8% | -8.7% |
| 3M | -19.6% | -1.1% | -18.5% | -19.2% |
| 6M | -8.2% | +4.8% | -13.1% | -13.0% |
| YTD | -35.1% | +32.1% | -67.1% | -50.6% |
| 1Y | -26.9% | +21.9% | -48.8% | -40.5% |
| 3Y | -16.9% | +51.4% | -68.3% | -47.2% |
| 5Y | -90.2% | -21.2% | -69.0% | -87.5% |
| All | -87.3% | -21.1% | -66.2% | -83.8% |
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