-91.8%
RIVN vs S
-71.1%
-20.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.4% | -4.7% |
| 7D | -10.5% | +2.0% | -12.5% | -11.3% |
| 30D | -5.9% | -2.7% | -3.2% | -5.9% |
| 3M | -23.0% | -6.9% | -16.1% | -23.0% |
| 6M | -14.6% | +38.1% | -52.7% | -29.9% |
| YTD | -38.2% | +48.0% | -86.2% | -51.8% |
| 1Y | -25.7% | +34.5% | -60.2% | -39.9% |
| 3Y | -24.8% | +38.3% | -63.1% | -46.8% |
| All | -91.8% | -71.1% | -20.7% | -90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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