+12.5%
RIVN vs IR
+11.7%
+0.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.4% | +6.2% | +6.0% |
| 7D | +20.5% | +11.6% | +8.9% | +14.7% |
| 30D | -3.7% | +7.2% | -10.9% | -6.7% |
| 3M | -10.8% | -5.9% | -4.9% | -8.2% |
| 6M | -3.1% | +11.5% | -14.6% | -9.2% |
| YTD | -28.7% | +6.3% | -35.0% | -26.3% |
| 1Y | +12.5% | +9.1% | +3.4% | +10.4% |
| All | +12.5% | +11.7% | +0.8% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 1y: compounded portfolio wealth divided by compounded IR 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…
1y analysis · Full analysis span regression · 6 months rolling