-30.0%
RIVN vs FE
+48.5%
-78.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.7% | +3.4% | +2.8% |
| 7D | +4.1% | +0.6% | +3.5% | +4.1% |
| 30D | +1.1% | -2.1% | +3.2% | +1.2% |
| 3M | -4.0% | +2.6% | -6.6% | -4.7% |
| 6M | +5.2% | -6.8% | +12.0% | +6.1% |
| YTD | -18.0% | +6.9% | -24.8% | -18.9% |
| 1Y | +15.6% | +11.6% | +4.0% | +13.1% |
| 3Y | -30.0% | +47.7% | -77.7% | -40.8% |
| All | -30.0% | +48.5% | -78.5% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 3y: compounded portfolio wealth divided by compounded FE 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…
3y analysis · Full analysis span regression · 6 months rolling