-26.9%
RIVN vs FIVE
+63.0%
-90.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.4% | -4.0% | -5.0% |
| 7D | -3.7% | +2.4% | -6.1% | -4.4% |
| 30D | -4.3% | +15.8% | -20.1% | -8.5% |
| 3M | -19.6% | +3.8% | -23.4% | -20.9% |
| 6M | -8.2% | +18.5% | -26.8% | -14.8% |
| YTD | -35.1% | +31.2% | -66.3% | -44.9% |
| 1Y | -26.9% | +61.8% | -88.8% | -44.8% |
| All | -26.9% | +63.0% | -90.0% | -44.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling