-83.9%
RIVN vs PPL
+43.6%
-127.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.8% |
| 7D | +4.1% | +1.8% | +2.3% | +3.2% |
| 30D | +1.1% | -1.1% | +2.1% | +1.4% |
| 3M | -4.0% | 0.0% | -4.0% | -4.9% |
| 6M | +5.2% | -7.6% | +12.8% | +8.4% |
| YTD | -18.0% | +1.7% | -19.7% | -20.2% |
| 1Y | +15.6% | +1.5% | +14.1% | +12.2% |
| 3Y | -30.0% | +55.3% | -85.3% | -52.1% |
| All | -83.9% | +43.6% | -127.5% | -88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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