+12.5%
RIVN vs DOW
+50.2%
-37.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -3.2% | +9.0% | +5.4% |
| 7D | +20.5% | -4.2% | +24.7% | +19.9% |
| 30D | -3.7% | +14.7% | -18.4% | -2.3% |
| 3M | -10.8% | +9.1% | -19.9% | -9.8% |
| 6M | -3.1% | -17.7% | +14.6% | -1.6% |
| YTD | -28.7% | +44.6% | -73.3% | -25.4% |
| 1Y | +12.5% | +51.9% | -39.4% | +14.7% |
| All | +12.5% | +50.2% | -37.8% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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