-86.5%
RIVN vs IP
-12.6%
-73.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.1% |
| 7D | +11.9% | -5.1% | +17.0% | +14.3% |
| 30D | -5.1% | +8.5% | -13.6% | -8.4% |
| 3M | -11.5% | -13.8% | +2.3% | -6.2% |
| 6M | -6.0% | +5.7% | -11.7% | -9.2% |
| YTD | -30.9% | -9.1% | -21.8% | -30.3% |
| 1Y | -10.6% | -0.8% | -9.8% | -14.0% |
| 3Y | -20.8% | +14.8% | -35.6% | -40.5% |
| All | -86.5% | -12.6% | -73.9% | -86.7% |
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