-32.7%
RIVN vs DOC
+20.8%
-53.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | 0.0% |
| 7D | -2.1% | -1.5% | -0.6% | -1.2% |
| 30D | +1.2% | -4.8% | +5.9% | +4.0% |
| 3M | -13.1% | +6.9% | -20.0% | -17.2% |
| 6M | +5.5% | +20.7% | -15.2% | -8.5% |
| YTD | -20.1% | +34.1% | -54.3% | -36.5% |
| 1Y | +14.9% | +22.6% | -7.8% | -2.5% |
| All | -32.7% | +20.8% | -53.5% | -43.0% |
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