-84.1%
RIVN vs ROL
+4.2%
-88.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.5% |
| 7D | +2.5% | -3.3% | +5.8% | +4.0% |
| 30D | -2.3% | -7.2% | +4.9% | +0.7% |
| 3M | +1.7% | -27.0% | +28.7% | +15.9% |
| 6M | +0.9% | -39.5% | +40.4% | +25.5% |
| YTD | -18.8% | -41.8% | +23.0% | +2.3% |
| 1Y | +14.8% | -38.9% | +53.7% | +39.1% |
| 3Y | -30.7% | -0.4% | -30.3% | -44.6% |
| All | -84.1% | +4.2% | -88.3% | -88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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