-87.3%
RIVN vs M
-2.9%
-84.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.1% | -3.4% | -4.6% |
| 7D | -3.7% | +0.6% | -4.3% | -4.1% |
| 30D | -4.3% | +7.0% | -11.3% | -7.2% |
| 3M | -19.6% | +3.1% | -22.8% | -21.3% |
| 6M | -8.2% | +33.5% | -41.8% | -20.1% |
| YTD | -35.1% | +13.4% | -48.5% | -40.2% |
| 1Y | -26.9% | +22.4% | -49.4% | -35.0% |
| 3Y | -16.9% | +150.9% | -167.8% | -52.3% |
| 5Y | -90.2% | -3.0% | -87.1% | -92.0% |
| All | -87.3% | -2.9% | -84.4% | -89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 10y: compounded portfolio wealth divided by compounded M 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…
10y analysis · Full analysis span regression · 6 months rolling