-84.1%
RIVN vs IBN
+43.9%
-127.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.7% |
| 7D | +0.9% | -5.5% | +6.4% | +5.0% |
| 30D | -1.9% | -3.4% | +1.5% | +0.4% |
| 3M | +8.7% | +8.7% | +0.1% | +2.6% |
| 6M | -3.0% | +3.7% | -6.7% | -5.5% |
| YTD | -18.6% | -2.4% | -16.2% | -18.0% |
| 1Y | +15.4% | -8.1% | +23.5% | +20.8% |
| 3Y | -30.5% | +26.3% | -56.8% | -49.2% |
| All | -84.1% | +43.9% | -127.9% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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