-25.7%
RIVN vs DOCS
-33.3%
+7.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.4% | -5.3% | -4.9% |
| 7D | -10.5% | +2.6% | -13.1% | -10.8% |
| 30D | -5.9% | +11.4% | -17.4% | -6.9% |
| 3M | -23.0% | +25.4% | -48.4% | -24.8% |
| 6M | -14.6% | +42.5% | -57.2% | -18.6% |
| YTD | -38.2% | -24.7% | -13.5% | -37.7% |
| 1Y | -25.7% | -32.9% | +7.3% | -23.4% |
| All | -25.7% | -33.3% | +7.6% | -23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling