-20.9%
RIVN vs IP
+17.1%
-38.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.1% | -3.4% | -4.9% |
| 7D | -3.7% | -0.9% | -2.8% | -3.4% |
| 30D | -4.3% | +6.7% | -11.0% | -5.8% |
| 3M | -19.6% | -16.6% | -3.1% | -16.0% |
| 6M | -8.2% | +6.0% | -14.2% | -9.7% |
| YTD | -35.1% | -10.7% | -24.4% | -34.0% |
| 1Y | -26.9% | -6.7% | -20.3% | -26.8% |
| All | -20.9% | +17.1% | -38.1% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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