-84.1%
RIVN vs EMR
+72.4%
-156.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -1.9% |
| 7D | +1.8% | -0.4% | +2.3% | +2.1% |
| 30D | +0.6% | -6.8% | +7.4% | +5.6% |
| 3M | +3.2% | +7.5% | -4.3% | -2.7% |
| 6M | -3.7% | +9.9% | -13.6% | -10.8% |
| YTD | -18.7% | +16.0% | -34.6% | -28.0% |
| 1Y | +14.7% | +12.4% | +2.3% | +2.4% |
| 3Y | -31.5% | +60.2% | -91.8% | -56.2% |
| All | -84.1% | +72.4% | -156.5% | -90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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