-31.5%
RIVN vs IJR
+52.1%
-83.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.7% | -0.8% |
| 7D | +1.8% | -2.2% | +4.0% | +4.8% |
| 30D | +0.6% | -4.6% | +5.2% | +7.2% |
| 3M | +3.2% | +0.2% | +2.9% | +3.2% |
| 6M | -3.7% | +14.7% | -18.4% | -18.9% |
| YTD | -18.7% | +18.9% | -37.5% | -34.5% |
| 1Y | +14.7% | +19.9% | -5.2% | -8.7% |
| 3Y | -31.5% | +53.0% | -84.5% | -62.3% |
| All | -31.5% | +52.1% | -83.6% | -62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 3y: compounded portfolio wealth divided by compounded IJR 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…
3y analysis · Full analysis span regression · 6 months rolling