-84.1%
RIVN vs IJR
+27.5%
-111.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +1.7% |
| 7D | +0.9% | -2.3% | +3.2% | +4.7% |
| 30D | -1.9% | -4.7% | +2.8% | +5.9% |
| 3M | +8.7% | +2.1% | +6.6% | +5.6% |
| 6M | -3.0% | +13.9% | -16.8% | -20.4% |
| YTD | -18.6% | +18.2% | -36.8% | -37.2% |
| 1Y | +15.4% | +21.8% | -6.4% | -15.3% |
| 3Y | -30.5% | +52.2% | -82.7% | -66.2% |
| All | -84.1% | +27.5% | -111.6% | -87.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling