-84.1%
RIVN vs FIVE
+15.8%
-99.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | +0.1% |
| 7D | +2.5% | +1.7% | +0.9% | +1.7% |
| 30D | -2.3% | +5.0% | -7.3% | -4.7% |
| 3M | +1.7% | +29.5% | -27.7% | -9.7% |
| 6M | +0.9% | +12.4% | -11.6% | -5.8% |
| YTD | -18.8% | +31.2% | -50.0% | -29.2% |
| 1Y | +14.8% | +72.9% | -58.0% | -11.6% |
| 3Y | -30.7% | +53.0% | -83.7% | -47.7% |
| All | -84.1% | +15.8% | -99.9% | -85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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