-90.2%
RIVN vs IR
+46.6%
-136.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.3% | -5.8% | -5.7% |
| 7D | -3.7% | +4.3% | -7.9% | -6.8% |
| 30D | -4.3% | +8.1% | -12.3% | -10.1% |
| 3M | -19.6% | +0.7% | -20.3% | -20.6% |
| 6M | -8.2% | +16.6% | -24.9% | -20.7% |
| YTD | -35.1% | +7.8% | -42.9% | -41.0% |
| 1Y | -26.9% | +9.9% | -36.9% | -35.2% |
| 3Y | -16.9% | +25.2% | -42.1% | -42.3% |
| 5Y | -90.2% | +46.8% | -136.9% | -93.8% |
| All | -90.2% | +46.6% | -136.7% | -93.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling