+12.5%
RIVN vs IRM
+19.5%
-7.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.7% | +4.1% | +5.4% |
| 7D | +20.5% | +2.6% | +17.9% | +19.7% |
| 30D | -3.7% | +5.6% | -9.3% | -5.0% |
| 3M | -10.8% | -4.7% | -6.1% | -9.9% |
| 6M | -3.1% | -6.1% | +3.0% | -2.2% |
| YTD | -28.7% | +46.3% | -75.0% | -29.3% |
| 1Y | +12.5% | +18.7% | -6.2% | +12.4% |
| All | +12.5% | +19.5% | -7.0% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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