-84.1%
RIVN vs IAG
+551.4%
-635.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.3% |
| 7D | +1.8% | -1.1% | +2.9% | +2.0% |
| 30D | +0.6% | +12.1% | -11.5% | -1.3% |
| 3M | +3.2% | +25.5% | -22.4% | -0.9% |
| 6M | -3.7% | -7.1% | +3.4% | -3.8% |
| YTD | -18.7% | +22.9% | -41.5% | -22.1% |
| 1Y | +14.7% | +83.3% | -68.6% | +3.9% |
| 3Y | -31.5% | +808.5% | -840.0% | -53.4% |
| All | -84.1% | +551.4% | -635.5% | -87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 10y: compounded portfolio wealth divided by compounded IAG 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…
10y analysis · Full analysis span regression · 6 months rolling