-84.1%
RIVN vs EXPE
+48.3%
-132.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.7% |
| 7D | +2.5% | -11.5% | +14.0% | +7.3% |
| 30D | -2.3% | -13.1% | +10.7% | +2.5% |
| 3M | +1.7% | +18.1% | -16.4% | -6.7% |
| 6M | +0.9% | +13.3% | -12.4% | -6.7% |
| YTD | -18.8% | -3.2% | -15.6% | -21.1% |
| 1Y | +14.8% | +26.1% | -11.3% | -3.5% |
| 3Y | -30.7% | +151.7% | -182.4% | -64.1% |
| All | -84.1% | +48.3% | -132.4% | -88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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