-31.4%
RIVN vs EMR
+58.0%
-89.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +1.0% |
| 7D | +0.9% | -1.2% | +2.1% | +1.5% |
| 30D | -1.9% | -9.4% | +7.5% | +3.7% |
| 3M | +8.7% | +8.6% | +0.2% | +3.3% |
| 6M | -3.0% | +6.7% | -9.7% | -7.1% |
| YTD | -18.6% | +13.1% | -31.6% | -24.5% |
| 1Y | +15.4% | +12.7% | +2.6% | +5.8% |
| All | -31.4% | +58.0% | -89.4% | -45.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling