-20.8%
RIVN vs DOCS
+47.6%
-68.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.0% | +4.4% | +2.6% |
| 7D | +11.9% | -0.8% | +12.7% | +12.1% |
| 30D | -5.1% | +17.4% | -22.5% | -6.9% |
| 3M | -11.5% | +57.4% | -68.9% | -16.6% |
| 6M | -6.0% | +26.5% | -32.6% | -9.8% |
| YTD | -30.9% | -26.6% | -4.4% | -29.6% |
| 1Y | -10.6% | -48.1% | +37.5% | -5.2% |
| 3Y | -20.8% | +52.6% | -73.4% | -33.4% |
| All | -20.8% | +47.6% | -68.4% | -33.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling