-87.9%
RIVN vs DOCS
-48.4%
-39.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.4% | -5.3% | -5.0% |
| 7D | -10.5% | +2.6% | -13.1% | -11.2% |
| 30D | -5.9% | +11.4% | -17.4% | -9.2% |
| 3M | -23.0% | +25.4% | -48.4% | -28.9% |
| 6M | -14.6% | +42.5% | -57.2% | -27.0% |
| YTD | -38.2% | -24.7% | -13.5% | -35.3% |
| 1Y | -25.7% | -32.9% | +7.3% | -19.3% |
| 3Y | -24.8% | +39.6% | -64.4% | -52.5% |
| 5Y | -90.6% | -54.6% | -36.0% | -91.2% |
| All | -87.9% | -48.4% | -39.5% | -88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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