-84.1%
RIVN vs INSM
+313.6%
-397.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.4% |
| 7D | +1.8% | +2.5% | -0.6% | +1.5% |
| 30D | +0.6% | -2.2% | +2.8% | +0.9% |
| 3M | +3.2% | +33.8% | -30.6% | -1.9% |
| 6M | -3.7% | -7.2% | +3.4% | -4.2% |
| YTD | -18.7% | -25.6% | +7.0% | -16.7% |
| 1Y | +14.7% | -11.2% | +26.0% | +13.1% |
| 3Y | -31.5% | +388.3% | -419.9% | -51.3% |
| All | -84.1% | +313.6% | -397.7% | -89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INSM.
Daily Out/Under-Performance
Portfolio return minus INSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INSM 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 INSM 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