-84.1%
RIVN vs EW
-28.1%
-56.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.7% |
| 7D | +2.5% | -5.1% | +7.6% | +5.1% |
| 30D | -2.3% | -6.4% | +4.0% | +0.8% |
| 3M | +1.7% | -1.6% | +3.3% | +2.2% |
| 6M | +0.9% | +2.3% | -1.4% | -1.1% |
| YTD | -18.8% | +1.1% | -19.9% | -20.2% |
| 1Y | +14.8% | +8.0% | +6.8% | +8.0% |
| 3Y | -30.7% | +16.3% | -47.1% | -45.2% |
| All | -84.1% | -28.1% | -56.1% | -81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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