-11.0%
RIVN vs DOCS
+32.7%
-43.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -2.1% |
| 7D | +3.1% | -0.6% | +3.6% | +3.2% |
| 30D | -1.9% | +6.3% | -8.2% | -2.6% |
| 3M | -16.4% | +26.5% | -42.9% | -18.8% |
| 6M | -3.7% | +24.8% | -28.4% | -7.4% |
| YTD | -30.5% | -26.8% | -3.7% | -29.1% |
| 1Y | -16.5% | -38.3% | +21.8% | -13.2% |
| 3Y | -11.0% | +36.0% | -47.1% | -28.5% |
| All | -11.0% | +32.7% | -43.7% | -28.5% |
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