-84.1%
RIVN vs IEFA
+51.8%
-135.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -1.9% |
| 7D | +1.8% | -1.6% | +3.4% | +4.6% |
| 30D | +0.6% | -1.5% | +2.1% | +3.4% |
| 3M | +3.2% | +3.4% | -0.3% | -1.9% |
| 6M | -3.7% | +9.5% | -13.2% | -16.9% |
| YTD | -18.7% | +13.0% | -31.7% | -34.3% |
| 1Y | +14.7% | +18.0% | -3.3% | -13.9% |
| 3Y | -31.5% | +65.4% | -96.9% | -73.4% |
| All | -84.1% | +51.8% | -135.9% | -91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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