-84.1%
RIVN vs ROIV
+411.1%
-495.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.2% |
| 7D | +2.5% | +22.3% | -19.8% | -3.0% |
| 30D | -2.3% | +16.9% | -19.2% | -6.6% |
| 3M | +1.7% | +43.9% | -42.2% | -7.8% |
| 6M | +0.9% | +41.6% | -40.7% | -8.3% |
| YTD | -18.8% | +92.7% | -111.5% | -32.1% |
| 1Y | +14.8% | +210.2% | -195.3% | -15.2% |
| 3Y | -30.7% | +231.8% | -262.5% | -51.0% |
| All | -84.1% | +411.1% | -495.2% | -92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling