+14.9%
RIVN vs FIX
+128.3%
-113.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.9% | -3.0% | -1.6% |
| 7D | -2.1% | +6.0% | -8.1% | -3.6% |
| 30D | +1.2% | -7.2% | +8.4% | +2.7% |
| 3M | -13.1% | -15.9% | +2.7% | -10.4% |
| 6M | +5.5% | +12.7% | -7.2% | +0.1% |
| YTD | -20.1% | +72.8% | -92.9% | -30.4% |
| 1Y | +14.9% | +122.9% | -108.0% | -3.0% |
| All | +14.9% | +128.3% | -113.4% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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