-84.4%
RIVN vs IR
+29.9%
-114.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.3% | -2.1% |
| 7D | -2.1% | -2.8% | +0.8% | +0.1% |
| 30D | +1.2% | -15.1% | +16.3% | +14.9% |
| 3M | -13.1% | +6.1% | -19.2% | -18.6% |
| 6M | +5.5% | -16.8% | +22.3% | +19.6% |
| YTD | -20.1% | -3.5% | -16.6% | -20.4% |
| 1Y | +14.9% | -3.5% | +18.4% | +13.2% |
| 3Y | -32.5% | +9.5% | -42.0% | -47.2% |
| All | -84.4% | +29.9% | -114.3% | -89.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling