-31.5%
RIVN vs RRX
+5.4%
-36.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -1.4% |
| 7D | +1.8% | -0.3% | +2.2% | +1.9% |
| 30D | +0.6% | -6.1% | +6.8% | +2.7% |
| 3M | +3.2% | -23.1% | +26.2% | +11.1% |
| 6M | -3.7% | -19.5% | +15.8% | +1.2% |
| YTD | -18.7% | +16.1% | -34.7% | -25.7% |
| 1Y | +14.7% | +12.9% | +1.8% | +5.1% |
| 3Y | -31.5% | +7.9% | -39.5% | -22.4% |
| All | -31.5% | +5.4% | -36.9% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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