-84.4%
RIVN vs DOCS
-59.3%
-25.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | -0.2% |
| 7D | -2.1% | -1.4% | -0.6% | -1.6% |
| 30D | +1.2% | +21.8% | -20.7% | -6.9% |
| 3M | -13.1% | +27.3% | -40.4% | -21.3% |
| 6M | +5.5% | -0.3% | +5.8% | +1.2% |
| YTD | -20.1% | -40.5% | +20.4% | -9.4% |
| 1Y | +14.9% | -61.5% | +76.4% | +50.6% |
| 3Y | -32.5% | +8.2% | -40.6% | -53.7% |
| All | -84.4% | -59.3% | -25.1% | -84.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling