-84.1%
RIVN vs FDS
-38.5%
-45.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.4% |
| 7D | +1.8% | -14.0% | +15.8% | +8.5% |
| 30D | +0.6% | -6.2% | +6.9% | +3.1% |
| 3M | +3.2% | +10.2% | -7.0% | -3.8% |
| 6M | -3.7% | +27.4% | -31.2% | -19.2% |
| YTD | -18.7% | -9.3% | -9.4% | -16.8% |
| 1Y | +14.7% | -28.6% | +43.4% | +37.6% |
| 3Y | -31.5% | -36.8% | +5.3% | -13.8% |
| All | -84.1% | -38.5% | -45.6% | -78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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