+14.9%
RIVN vs FGI
+81.8%
-66.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +7.5% | -8.6% | -1.1% |
| 7D | -2.1% | +0.5% | -2.6% | -2.1% |
| 30D | +1.2% | +65.4% | -64.2% | +0.4% |
| 3M | -13.1% | +23.5% | -36.6% | -13.5% |
| 6M | +5.5% | +60.5% | -55.0% | +2.9% |
| YTD | -20.1% | +30.0% | -50.1% | -21.7% |
| 1Y | +14.9% | +82.1% | -67.2% | +8.2% |
| All | +14.9% | +81.8% | -66.9% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling