-84.1%
RIVN vs IVZ
+53.4%
-137.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -1.0% |
| 7D | +1.8% | -2.4% | +4.2% | +3.7% |
| 30D | +0.6% | +3.0% | -2.4% | -2.0% |
| 3M | +3.2% | +14.9% | -11.7% | -8.3% |
| 6M | -3.7% | +36.7% | -40.5% | -25.9% |
| YTD | -18.7% | +25.7% | -44.3% | -33.7% |
| 1Y | +14.7% | +47.7% | -33.0% | -18.6% |
| 3Y | -31.5% | +138.8% | -170.4% | -70.3% |
| All | -84.1% | +53.4% | -137.5% | -88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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