-86.8%
RIVN vs DOC
-21.1%
-65.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.2% | -5.2% | -5.3% |
| 7D | +16.1% | +6.2% | +9.8% | +11.3% |
| 30D | -8.4% | +6.5% | -14.9% | -12.7% |
| 3M | -14.6% | -6.2% | -8.4% | -10.8% |
| 6M | -9.0% | +25.6% | -34.6% | -27.0% |
| YTD | -32.6% | +32.1% | -64.6% | -48.7% |
| 1Y | -13.8% | +20.3% | -34.1% | -29.0% |
| 3Y | -25.0% | +42.7% | -67.7% | -49.3% |
| All | -86.8% | -21.1% | -65.7% | -83.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling