-84.1%
RIVN vs M
-14.9%
-69.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.2% | +3.2% | +0.7% |
| 7D | +2.5% | -4.1% | +6.6% | +4.1% |
| 30D | -2.3% | -13.6% | +11.3% | +3.4% |
| 3M | +1.7% | -2.3% | +4.0% | +1.7% |
| 6M | +0.9% | +21.9% | -21.1% | -8.4% |
| YTD | -18.8% | -0.6% | -18.2% | -20.6% |
| 1Y | +14.8% | +29.7% | -14.9% | +0.3% |
| 3Y | -30.7% | +107.3% | -138.0% | -56.4% |
| All | -84.1% | -14.9% | -69.2% | -86.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling