-87.9%
RIVN vs IR
+44.8%
-132.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.3% | -4.6% | -4.6% |
| 7D | -10.5% | +2.5% | -13.0% | -12.2% |
| 30D | -5.9% | +9.2% | -15.1% | -12.3% |
| 3M | -23.0% | +0.9% | -24.0% | -24.0% |
| 6M | -14.6% | +19.2% | -33.9% | -27.5% |
| YTD | -38.2% | +7.5% | -45.7% | -43.7% |
| 1Y | -25.7% | +11.7% | -37.4% | -35.1% |
| 3Y | -24.8% | +23.9% | -48.7% | -47.1% |
| 5Y | -90.6% | +46.4% | -137.0% | -94.0% |
| All | -87.9% | +44.8% | -132.7% | -92.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling