-83.9%
RIVN vs ROIV
+407.1%
-491.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +18.8% | -16.0% | -2.0% |
| 7D | +4.1% | +20.2% | -16.1% | -1.1% |
| 30D | +1.1% | +14.1% | -13.1% | -2.8% |
| 3M | -4.0% | +45.6% | -49.6% | -13.3% |
| 6M | +5.2% | +44.1% | -38.9% | -4.8% |
| YTD | -18.0% | +91.2% | -109.1% | -31.3% |
| 1Y | +15.6% | +221.3% | -205.7% | -15.4% |
| 3Y | -30.0% | +229.2% | -259.2% | -50.3% |
| All | -83.9% | +407.1% | -491.0% | -92.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling