-91.8%
RIVN vs FN
+169.4%
-261.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -7.3% | +2.5% | -2.9% |
| 7D | -10.5% | +0.3% | -10.8% | -10.7% |
| 30D | -5.9% | -16.5% | +10.6% | -2.6% |
| 3M | -23.0% | -42.1% | +19.1% | -13.0% |
| 6M | -14.6% | -52.9% | +38.2% | +0.8% |
| YTD | -38.2% | -28.0% | -10.2% | -38.4% |
| 1Y | -25.7% | -18.5% | -7.2% | -29.6% |
| 3Y | -24.8% | +93.9% | -118.6% | -55.5% |
| All | -91.8% | +169.4% | -261.3% | -96.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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