+12.5%
RIVN vs FND
-10.3%
+22.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +10.9% | -5.1% | +3.5% |
| 7D | +20.5% | +12.3% | +8.2% | +17.3% |
| 30D | -3.7% | +14.7% | -18.4% | -6.7% |
| 3M | -10.8% | -12.0% | +1.2% | -8.8% |
| 6M | -3.1% | +10.8% | -13.9% | -7.5% |
| YTD | -28.7% | -12.3% | -16.4% | -24.9% |
| 1Y | +12.5% | -13.4% | +25.9% | +18.2% |
| All | +12.5% | -10.3% | +22.7% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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