+14.7%
RIVN vs GEN
+5.1%
+9.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.6% |
| 7D | +1.8% | -1.3% | +3.1% | +2.4% |
| 30D | +0.6% | +6.1% | -5.5% | -2.2% |
| 3M | +3.2% | +27.0% | -23.8% | -7.8% |
| 6M | -3.7% | +43.9% | -47.6% | -18.4% |
| YTD | -18.7% | +13.0% | -31.7% | -19.6% |
| 1Y | +14.7% | +4.0% | +10.7% | +16.2% |
| All | +14.7% | +5.1% | +9.7% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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