-86.6%
RIVN vs FIVE
+17.5%
-104.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.7% |
| 7D | -3.7% | -0.5% | -3.2% | -3.5% |
| 30D | 0.0% | +17.4% | -17.4% | -6.7% |
| 3M | -17.2% | +7.0% | -24.3% | -20.3% |
| 6M | -3.8% | +20.5% | -24.3% | -13.0% |
| YTD | -31.3% | +33.1% | -64.4% | -40.8% |
| 1Y | -24.9% | +67.1% | -91.9% | -41.4% |
| 3Y | -12.1% | +41.9% | -54.0% | -29.6% |
| 5Y | -89.0% | +21.1% | -110.1% | -90.1% |
| All | -86.6% | +17.5% | -104.1% | -87.8% |
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