-86.5%
RIVN vs RF
+43.3%
-129.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.7% |
| 7D | +11.9% | -0.9% | +12.8% | +12.8% |
| 30D | -5.1% | +6.0% | -11.1% | -9.0% |
| 3M | -11.5% | -8.9% | -2.6% | -5.9% |
| 6M | -6.0% | +2.3% | -8.3% | -9.0% |
| YTD | -30.9% | +7.6% | -38.5% | -35.9% |
| 1Y | -10.6% | +21.2% | -31.7% | -24.4% |
| 3Y | -20.8% | +108.5% | -129.3% | -58.5% |
| All | -86.5% | +43.3% | -129.8% | -90.2% |
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