-91.8%
RIVN vs GD
+99.6%
-191.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.1% | -5.0% | -4.9% |
| 7D | -10.5% | +2.7% | -13.2% | -11.6% |
| 30D | -5.9% | +8.6% | -14.6% | -10.0% |
| 3M | -23.0% | -7.1% | -15.9% | -20.4% |
| 6M | -14.6% | +7.5% | -22.1% | -18.4% |
| YTD | -38.2% | +9.9% | -48.1% | -42.1% |
| 1Y | -25.7% | +7.6% | -33.2% | -29.6% |
| 3Y | -24.8% | +56.2% | -81.0% | -44.4% |
| All | -91.8% | +99.6% | -191.4% | -94.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling