-24.8%
RIVN vs FIVE
+40.0%
-64.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.2% | -4.6% | -4.8% |
| 7D | -10.5% | +2.7% | -13.2% | -11.1% |
| 30D | -5.9% | +12.7% | -18.6% | -8.7% |
| 3M | -23.0% | +2.1% | -25.1% | -23.7% |
| 6M | -14.6% | +17.5% | -32.1% | -18.8% |
| YTD | -38.2% | +31.0% | -69.2% | -42.8% |
| 1Y | -25.7% | +67.7% | -93.4% | -35.2% |
| 3Y | -24.8% | +43.4% | -68.1% | -39.4% |
| All | -24.8% | +40.0% | -64.7% | -39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling