-84.1%
RIVN vs FIS
-62.8%
-21.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | +0.8% |
| 7D | +2.5% | -9.1% | +11.6% | +7.5% |
| 30D | -2.3% | -10.4% | +8.1% | +3.0% |
| 3M | +1.7% | -3.7% | +5.4% | +2.0% |
| 6M | +0.9% | -24.8% | +25.6% | +15.1% |
| YTD | -18.8% | -41.6% | +22.8% | +7.3% |
| 1Y | +14.8% | -42.7% | +57.6% | +52.8% |
| 3Y | -30.7% | -26.2% | -4.5% | -23.9% |
| All | -84.1% | -62.8% | -21.3% | -67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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