-87.3%
RIVN vs FE
+48.9%
-136.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.1% | -5.4% | -5.4% |
| 7D | -3.7% | -0.3% | -3.4% | -3.6% |
| 30D | -4.3% | +3.9% | -8.1% | -5.4% |
| 3M | -19.6% | -0.1% | -19.5% | -19.7% |
| 6M | -8.2% | +6.1% | -14.3% | -10.9% |
| YTD | -35.1% | +8.1% | -43.1% | -37.5% |
| 1Y | -26.9% | +4.4% | -31.4% | -28.7% |
| 3Y | -16.9% | +49.0% | -65.9% | -34.1% |
| 5Y | -90.2% | +46.1% | -136.3% | -93.2% |
| All | -87.3% | +48.9% | -136.2% | -91.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling