+12.5%
RIVN vs EME
-3.1%
+15.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -9.6% | +15.4% | +8.5% |
| 7D | +20.5% | -5.8% | +26.3% | +21.8% |
| 30D | -3.7% | -17.9% | +14.2% | +1.8% |
| 3M | -10.8% | -22.0% | +11.2% | -4.3% |
| 6M | -3.1% | -29.7% | +26.6% | +9.7% |
| YTD | -28.7% | +4.7% | -33.4% | -35.3% |
| 1Y | +12.5% | -2.1% | +14.6% | +9.9% |
| All | +12.5% | -3.1% | +15.6% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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