-20.8%
RIVN vs GD
+54.3%
-75.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.1% | +2.6% |
| 7D | +11.9% | -5.0% | +16.9% | +13.7% |
| 30D | -5.1% | +8.9% | -14.0% | -8.1% |
| 3M | -11.5% | -8.0% | -3.5% | -9.1% |
| 6M | -6.0% | +2.9% | -8.9% | -7.4% |
| YTD | -30.9% | +7.1% | -38.0% | -33.3% |
| 1Y | -10.6% | +5.9% | -16.5% | -13.1% |
| 3Y | -20.8% | +53.9% | -74.6% | -30.6% |
| All | -20.8% | +54.3% | -75.1% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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