-31.5%
RIVN vs RMD
+49.9%
-81.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | +1.8% | -4.4% | +6.3% | +3.5% |
| 30D | +0.6% | -3.1% | +3.8% | +1.8% |
| 3M | +3.2% | +13.8% | -10.6% | -2.3% |
| 6M | -3.7% | -8.6% | +4.9% | -0.7% |
| YTD | -18.7% | -8.6% | -10.0% | -16.3% |
| 1Y | +14.7% | -19.7% | +34.4% | +24.0% |
| 3Y | -31.5% | +48.4% | -79.9% | -49.0% |
| All | -31.5% | +49.9% | -81.4% | -49.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling