-84.1%
RIVN vs RRX
+2.5%
-86.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -2.1% |
| 7D | +1.8% | -0.3% | +2.2% | +2.0% |
| 30D | +0.6% | -6.1% | +6.8% | +3.8% |
| 3M | +3.2% | -23.1% | +26.2% | +15.0% |
| 6M | -3.7% | -19.5% | +15.8% | +3.2% |
| YTD | -18.7% | +16.1% | -34.7% | -31.1% |
| 1Y | +14.7% | +12.9% | +1.8% | -2.5% |
| 3Y | -31.5% | +7.9% | -39.5% | -44.1% |
| All | -84.1% | +2.5% | -86.6% | -85.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling