-31.5%
RIVN vs EFV
+90.2%
-121.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -1.6% |
| 7D | +1.8% | -0.8% | +2.6% | +2.9% |
| 30D | +0.6% | +0.6% | 0.0% | -0.2% |
| 3M | +3.2% | +7.5% | -4.4% | -5.8% |
| 6M | -3.7% | +13.0% | -16.8% | -17.2% |
| YTD | -18.7% | +18.3% | -37.0% | -34.7% |
| 1Y | +14.7% | +26.7% | -12.0% | -15.8% |
| 3Y | -31.5% | +89.6% | -121.1% | -74.6% |
| All | -31.5% | +90.2% | -121.7% | -74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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