-31.4%
RIVN vs RIO
+87.1%
-118.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.2% | +4.5% | +3.1% |
| 7D | +0.9% | -3.4% | +4.2% | +3.1% |
| 30D | -1.9% | +0.6% | -2.5% | -2.2% |
| 3M | +8.7% | +2.5% | +6.2% | +7.0% |
| 6M | -3.0% | +10.8% | -13.8% | -9.2% |
| YTD | -18.6% | +30.5% | -49.0% | -32.2% |
| 1Y | +15.4% | +68.1% | -52.8% | -19.7% |
| All | -31.4% | +87.1% | -118.5% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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