-31.6%
RIVN vs DRI
+54.2%
-85.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.5% |
| 7D | +2.5% | -4.8% | +7.4% | +4.0% |
| 30D | -2.3% | -3.9% | +1.6% | -1.4% |
| 3M | +1.7% | +5.1% | -3.3% | -0.5% |
| 6M | +0.9% | +5.5% | -4.7% | -1.8% |
| YTD | -18.8% | +16.5% | -35.3% | -24.5% |
| 1Y | +14.8% | +2.0% | +12.8% | +12.7% |
| All | -31.6% | +54.2% | -85.8% | -48.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling