-86.4%
RIVN vs FIVE
+18.8%
-105.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | +3.1% | +7.3% | -4.2% | +0.2% |
| 30D | -1.9% | +18.1% | -19.9% | -8.6% |
| 3M | -16.4% | +7.7% | -24.1% | -19.7% |
| 6M | -3.7% | +13.6% | -17.3% | -10.7% |
| YTD | -30.5% | +34.6% | -65.1% | -40.4% |
| 1Y | -16.5% | +66.2% | -82.8% | -34.7% |
| 3Y | -11.0% | +43.5% | -54.5% | -29.1% |
| 5Y | -86.4% | +20.7% | -107.1% | -87.7% |
| All | -86.4% | +18.8% | -105.2% | -87.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling