-90.2%
RIVN vs IP
-15.4%
-74.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.1% | -3.4% | -4.6% |
| 7D | -3.7% | -0.9% | -2.8% | -3.3% |
| 30D | -4.3% | +6.7% | -11.0% | -6.9% |
| 3M | -19.6% | -16.6% | -3.1% | -13.7% |
| 6M | -8.2% | +6.0% | -14.2% | -11.4% |
| YTD | -35.1% | -10.7% | -24.4% | -34.0% |
| 1Y | -26.9% | -6.7% | -20.3% | -27.6% |
| 3Y | -16.9% | +17.1% | -34.0% | -38.8% |
| 5Y | -90.2% | -14.6% | -75.6% | -90.7% |
| All | -90.2% | -15.4% | -74.8% | -90.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling