-83.9%
RIVN vs RF
+52.3%
-136.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.2% | +3.9% | +3.5% |
| 7D | +4.1% | +2.7% | +1.4% | +2.1% |
| 30D | +1.1% | -3.4% | +4.4% | +3.2% |
| 3M | -4.0% | +6.4% | -10.3% | -9.0% |
| 6M | +5.2% | +13.4% | -8.2% | -5.1% |
| YTD | -18.0% | +14.2% | -32.2% | -27.0% |
| 1Y | +15.6% | +15.7% | -0.1% | +1.3% |
| 3Y | -30.0% | +91.3% | -121.3% | -60.7% |
| All | -83.9% | +52.3% | -136.2% | -88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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