-84.1%
RIVN vs IR
+24.4%
-108.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +0.9% | +0.8% |
| 7D | +0.9% | -3.1% | +3.9% | +3.3% |
| 30D | -1.9% | -14.0% | +12.1% | +10.3% |
| 3M | +8.7% | +3.7% | +5.0% | +3.7% |
| 6M | -3.0% | -15.4% | +12.4% | +8.3% |
| YTD | -18.6% | -7.7% | -10.9% | -16.0% |
| 1Y | +15.4% | -8.8% | +24.2% | +19.0% |
| 3Y | -30.5% | +5.6% | -36.1% | -44.3% |
| All | -84.1% | +24.4% | -108.4% | -88.5% |
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