-84.1%
RIVN vs IJH
+38.1%
-122.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -1.5% |
| 7D | +1.8% | -1.9% | +3.7% | +5.1% |
| 30D | +0.6% | -4.6% | +5.3% | +9.2% |
| 3M | +3.2% | -1.2% | +4.3% | +5.7% |
| 6M | -3.7% | +9.4% | -13.1% | -16.5% |
| YTD | -18.7% | +13.3% | -32.0% | -33.8% |
| 1Y | +14.7% | +13.4% | +1.4% | -6.8% |
| 3Y | -31.5% | +50.4% | -82.0% | -67.9% |
| All | -84.1% | +38.1% | -122.1% | -89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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