-20.8%
RIVN vs DOC
+44.2%
-64.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +2.0% |
| 7D | +11.9% | +6.5% | +5.5% | +8.4% |
| 30D | -5.1% | +9.2% | -14.3% | -9.5% |
| 3M | -11.5% | -2.5% | -9.0% | -10.4% |
| 6M | -6.0% | +7.1% | -13.1% | -10.6% |
| YTD | -30.9% | +33.0% | -63.9% | -44.3% |
| 1Y | -10.6% | +23.3% | -33.8% | -23.7% |
| 3Y | -20.8% | +44.9% | -65.7% | -44.3% |
| All | -20.8% | +44.2% | -64.9% | -44.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling