-83.9%
RIVN vs RMD
-11.4%
-72.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.2% | +5.9% | +4.6% |
| 7D | +4.1% | -4.5% | +8.5% | +6.7% |
| 30D | +1.1% | +4.6% | -3.5% | -1.6% |
| 3M | -4.0% | +14.8% | -18.8% | -12.5% |
| 6M | +5.2% | -12.1% | +17.3% | +12.2% |
| YTD | -18.0% | -7.5% | -10.5% | -15.6% |
| 1Y | +15.6% | -20.1% | +35.6% | +29.7% |
| 3Y | -30.0% | +53.9% | -83.9% | -56.0% |
| All | -83.9% | -11.4% | -72.6% | -83.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling