-31.5%
RIVN vs NI
+68.9%
-100.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.8% | 0.0% | +1.8% | +1.8% |
| 30D | +0.6% | -1.4% | +2.0% | +1.0% |
| 3M | +3.2% | -10.6% | +13.7% | +6.9% |
| 6M | -3.7% | -9.3% | +5.6% | -1.4% |
| YTD | -18.7% | +1.1% | -19.8% | -21.3% |
| 1Y | +14.7% | +3.4% | +11.4% | +9.4% |
| 3Y | -31.5% | +67.9% | -99.4% | -54.0% |
| All | -31.5% | +68.9% | -100.5% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 3y: compounded portfolio wealth divided by compounded NI 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…
3y analysis · Full analysis span regression · 6 months rolling