-86.0%
RIVN vs DOC
-20.9%
-65.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.1% | +2.7% | +3.5% |
| 7D | +20.5% | +8.7% | +11.7% | +13.6% |
| 30D | -3.7% | +7.6% | -11.3% | -9.0% |
| 3M | -10.8% | -5.3% | -5.5% | -7.6% |
| 6M | -3.1% | +27.6% | -30.7% | -23.4% |
| YTD | -28.7% | +32.4% | -61.1% | -45.9% |
| 1Y | +12.5% | +22.9% | -10.4% | -8.8% |
| 3Y | -20.6% | +43.1% | -63.7% | -46.5% |
| All | -86.0% | -20.9% | -65.1% | -82.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling