-89.0%
RIVN vs DOCS
-53.5%
-35.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.6% | -1.9% |
| 7D | -3.7% | -4.2% | +0.5% | -2.4% |
| 30D | 0.0% | +8.6% | -8.6% | -2.6% |
| 3M | -17.2% | +27.2% | -44.5% | -23.8% |
| 6M | -3.8% | +26.5% | -30.3% | -14.4% |
| YTD | -31.3% | -25.0% | -6.3% | -28.0% |
| 1Y | -24.9% | -37.0% | +12.1% | -16.6% |
| 3Y | -12.1% | +39.4% | -51.5% | -43.8% |
| 5Y | -89.0% | -56.7% | -32.3% | -90.6% |
| All | -89.0% | -53.5% | -35.5% | -90.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling