-84.1%
RIVN vs DRI
+57.5%
-141.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.9% |
| 7D | +0.9% | -4.8% | +5.7% | +4.1% |
| 30D | -1.9% | -5.2% | +3.3% | +1.0% |
| 3M | +8.7% | +2.7% | +6.0% | +5.3% |
| 6M | -3.0% | +3.6% | -6.6% | -7.3% |
| YTD | -18.6% | +15.4% | -34.0% | -29.4% |
| 1Y | +15.4% | +1.3% | +14.1% | +9.5% |
| 3Y | -30.5% | +53.1% | -83.6% | -57.6% |
| All | -84.1% | +57.5% | -141.6% | -91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 10y: compounded portfolio wealth divided by compounded DRI 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…
10y analysis · Full analysis span regression · 6 months rolling