-84.1%
RIVN vs MKTX
-55.1%
-29.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | +1.8% | -0.2% | +2.1% | +1.9% |
| 30D | +0.6% | +0.7% | -0.1% | +0.3% |
| 3M | +3.2% | +40.8% | -37.6% | -11.9% |
| 6M | -3.7% | -8.0% | +4.3% | -1.0% |
| YTD | -18.7% | -8.7% | -9.9% | -16.4% |
| 1Y | +14.7% | -11.8% | +26.6% | +19.2% |
| 3Y | -31.5% | -24.0% | -7.5% | -29.2% |
| All | -84.1% | -55.1% | -29.0% | -75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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