-84.1%
RIVN vs EME
+502.4%
-586.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.3% | -4.4% | -1.9% |
| 7D | +1.8% | +3.5% | -1.7% | +0.3% |
| 30D | +0.6% | -6.3% | +7.0% | +3.0% |
| 3M | +3.2% | -3.8% | +6.9% | +3.2% |
| 6M | -3.7% | +8.5% | -12.2% | -8.7% |
| YTD | -18.7% | +27.8% | -46.5% | -28.6% |
| 1Y | +14.7% | +22.2% | -7.5% | +1.5% |
| 3Y | -31.5% | +253.5% | -285.0% | -71.9% |
| All | -84.1% | +502.4% | -586.5% | -96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling