-83.9%
RIVN vs EMR
+72.4%
-156.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.2% | +3.0% |
| 7D | +4.1% | +3.1% | +1.0% | +1.9% |
| 30D | +1.1% | -3.5% | +4.6% | +3.5% |
| 3M | -4.0% | +9.8% | -13.8% | -10.8% |
| 6M | +5.2% | +10.8% | -5.6% | -3.1% |
| YTD | -18.0% | +15.9% | -33.9% | -27.3% |
| 1Y | +15.6% | +16.4% | -0.8% | +0.3% |
| 3Y | -30.0% | +62.1% | -92.1% | -55.7% |
| All | -83.9% | +72.4% | -156.3% | -90.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling