+14.7%
RIVN vs RMD
-18.7%
+33.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +1.8% | -4.4% | +6.3% | +2.9% |
| 30D | +0.6% | -3.1% | +3.8% | +1.3% |
| 3M | +3.2% | +13.8% | -10.6% | -0.6% |
| 6M | -3.7% | -8.6% | +4.9% | +2.0% |
| YTD | -18.7% | -8.6% | -10.0% | -13.6% |
| 1Y | +14.7% | -19.7% | +34.4% | +23.0% |
| All | +14.7% | -18.7% | +33.5% | +23.0% |
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