-84.1%
RIVN vs IQV
+2.6%
-86.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.5% |
| 7D | +2.5% | -2.6% | +5.1% | +4.0% |
| 30D | -2.3% | +6.2% | -8.5% | -5.8% |
| 3M | +1.7% | +38.0% | -36.2% | -17.8% |
| 6M | +0.9% | +43.9% | -43.1% | -21.7% |
| YTD | -18.8% | +14.0% | -32.8% | -27.6% |
| 1Y | +14.8% | +35.5% | -20.7% | -10.9% |
| 3Y | -30.7% | +20.3% | -51.1% | -45.9% |
| All | -84.1% | +2.6% | -86.7% | -85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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