-73.2%
RIVN vs FGI
-69.1%
-4.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.4% | -1.1% |
| 7D | +2.5% | +14.7% | -12.2% | +2.1% |
| 30D | -2.3% | +67.0% | -69.3% | -5.9% |
| 3M | +1.7% | +31.0% | -29.3% | -1.3% |
| 6M | +0.9% | +126.8% | -126.0% | -8.0% |
| YTD | -18.8% | +35.6% | -54.4% | -23.9% |
| 1Y | +14.8% | +108.9% | -94.1% | -1.9% |
| 3Y | -30.7% | -0.3% | -30.5% | -39.7% |
| All | -73.2% | -69.1% | -4.1% | -72.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling