-84.1%
RIVN vs RUN
-84.2%
+0.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.2% |
| 7D | +1.8% | -3.7% | +5.6% | +3.1% |
| 30D | +0.6% | -13.0% | +13.6% | +5.2% |
| 3M | +3.2% | -31.8% | +34.9% | +16.1% |
| 6M | -3.7% | -32.2% | +28.5% | +7.5% |
| YTD | -18.7% | -53.5% | +34.8% | -1.7% |
| 1Y | +14.7% | -46.5% | +61.3% | +29.2% |
| 3Y | -31.5% | -37.6% | +6.1% | -50.0% |
| All | -84.1% | -84.2% | +0.2% | -75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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