-84.1%
RIVN vs IAG
+546.0%
-630.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.6% |
| 7D | +0.9% | -4.1% | +4.9% | +1.6% |
| 30D | -1.9% | +10.6% | -12.5% | -3.6% |
| 3M | +8.7% | +35.4% | -26.6% | +3.3% |
| 6M | -3.0% | -9.5% | +6.6% | -2.7% |
| YTD | -18.6% | +21.8% | -40.4% | -21.9% |
| 1Y | +15.4% | +84.1% | -68.8% | +4.4% |
| 3Y | -30.5% | +817.4% | -847.9% | -52.8% |
| All | -84.1% | +546.0% | -630.0% | -87.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling