-30.0%
RIVN vs REPL
-24.7%
-5.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.5% | +2.7% |
| 7D | +4.1% | -5.7% | +9.8% | +4.1% |
| 30D | +1.1% | +22.5% | -21.4% | +0.9% |
| 3M | -4.0% | +64.7% | -68.6% | -4.1% |
| 6M | +5.2% | +83.0% | -77.8% | +3.1% |
| YTD | -18.0% | +52.0% | -69.9% | -19.5% |
| 1Y | +15.6% | +144.5% | -129.0% | +12.2% |
| 3Y | -30.0% | -25.1% | -4.9% | -43.9% |
| All | -30.0% | -24.7% | -5.3% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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