-84.1%
RIVN vs FDS
-33.9%
-50.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | +0.5% |
| 7D | +2.5% | -8.8% | +11.3% | +6.6% |
| 30D | -2.3% | -1.4% | -1.0% | -2.0% |
| 3M | +1.7% | +13.9% | -12.1% | -6.3% |
| 6M | +0.9% | +27.4% | -26.5% | -14.4% |
| YTD | -18.8% | -2.5% | -16.3% | -19.4% |
| 1Y | +14.8% | -23.8% | +38.6% | +34.2% |
| 3Y | -30.7% | -32.5% | +1.8% | -14.8% |
| All | -84.1% | -33.9% | -50.2% | -79.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling