-84.1%
RIVN vs GIS
-29.5%
-54.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -1.3% |
| 7D | +2.5% | -8.6% | +11.1% | +1.1% |
| 30D | -2.3% | -0.5% | -1.9% | -2.4% |
| 3M | +1.7% | +11.9% | -10.1% | +3.8% |
| 6M | +0.9% | -11.6% | +12.4% | 0.0% |
| YTD | -18.8% | -16.3% | -2.5% | -19.8% |
| 1Y | +14.8% | -21.8% | +36.6% | +12.4% |
| 3Y | -30.7% | -35.7% | +4.9% | -34.4% |
| All | -84.1% | -29.5% | -54.6% | -82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 all: compounded portfolio wealth divided by compounded GIS 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…
all analysis · Full analysis span regression · 6 months rolling