-84.4%
RIVN vs IP
-5.7%
-78.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -2.0% |
| 7D | -2.1% | -5.3% | +3.2% | +0.1% |
| 30D | +1.2% | -10.9% | +12.0% | +6.0% |
| 3M | -13.1% | +11.2% | -24.3% | -17.5% |
| 6M | +5.5% | -10.2% | +15.7% | +8.8% |
| YTD | -20.1% | -2.0% | -18.2% | -21.6% |
| 1Y | +14.9% | -19.1% | +34.0% | +22.8% |
| 3Y | -32.5% | +20.9% | -53.3% | -49.5% |
| All | -84.4% | -5.7% | -78.7% | -85.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling