+12.5%
RIVN vs RMD
-1.9%
+14.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +5.9% | -0.1% | +4.7% |
| 7D | +20.5% | -3.9% | +24.3% | +20.7% |
| 30D | -3.7% | +7.9% | -11.6% | -6.4% |
| 3M | -10.8% | +8.1% | -18.9% | -13.5% |
| 6M | -3.1% | +15.5% | -18.6% | -7.1% |
| YTD | -28.7% | +0.7% | -29.3% | -25.6% |
| 1Y | +12.5% | -1.4% | +13.8% | +18.7% |
| All | +12.5% | -1.9% | +14.4% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling