-84.1%
RIVN vs REPL
-56.2%
-27.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.1% | -0.9% |
| 7D | +2.5% | -9.6% | +12.1% | +2.9% |
| 30D | -2.3% | +5.7% | -8.1% | -2.6% |
| 3M | +1.7% | +56.4% | -54.6% | -1.5% |
| 6M | +0.9% | +67.4% | -66.6% | -7.0% |
| YTD | -18.8% | +48.7% | -67.5% | -24.8% |
| 1Y | +14.8% | +148.3% | -133.5% | +0.1% |
| 3Y | -30.7% | -26.7% | -4.0% | -40.8% |
| All | -84.1% | -56.2% | -27.9% | -86.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling