-84.1%
RIVN vs RGEN
-39.3%
-44.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +0.9% | -2.9% | +3.8% | +2.3% |
| 30D | -1.9% | -0.1% | -1.8% | -1.9% |
| 3M | +8.7% | +25.9% | -17.2% | -3.7% |
| 6M | -3.0% | +35.2% | -38.2% | -18.0% |
| YTD | -18.6% | +0.5% | -19.1% | -20.6% |
| 1Y | +15.4% | +37.0% | -21.6% | -4.6% |
| 3Y | -30.5% | +2.0% | -32.5% | -39.1% |
| All | -84.1% | -39.3% | -44.8% | -85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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