-84.1%
RIVN vs INSM
+311.6%
-395.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.1% | -4.2% | -1.5% |
| 7D | +2.5% | +1.7% | +0.8% | +2.3% |
| 30D | -2.3% | -4.4% | +2.1% | -1.8% |
| 3M | +1.7% | +30.0% | -28.3% | -2.8% |
| 6M | +0.9% | -10.0% | +10.9% | +0.8% |
| YTD | -18.8% | -26.0% | +7.2% | -16.8% |
| 1Y | +14.8% | -12.5% | +27.3% | +13.4% |
| 3Y | -30.7% | +390.5% | -421.2% | -51.0% |
| All | -84.1% | +311.6% | -395.7% | -89.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling