-84.1%
RIVN vs OMC
+35.5%
-119.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | +0.1% |
| 7D | +1.8% | -4.4% | +6.2% | +4.0% |
| 30D | +0.6% | -7.6% | +8.2% | +4.3% |
| 3M | +3.2% | +4.5% | -1.4% | -0.3% |
| 6M | -3.7% | -0.3% | -3.5% | -4.8% |
| YTD | -18.7% | -0.1% | -18.5% | -21.1% |
| 1Y | +14.7% | +4.6% | +10.1% | +6.7% |
| 3Y | -31.5% | +10.5% | -42.0% | -43.1% |
| All | -84.1% | +35.5% | -119.6% | -88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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