-84.1%
RIVN vs S
-73.2%
-10.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +2.5% | -1.2% | +3.7% | +3.1% |
| 30D | -2.3% | -12.6% | +10.2% | +2.8% |
| 3M | +1.7% | +27.6% | -25.8% | -10.3% |
| 6M | +0.9% | +35.5% | -34.6% | -15.9% |
| YTD | -18.8% | +29.6% | -48.4% | -31.0% |
| 1Y | +14.8% | +8.1% | +6.7% | +4.7% |
| 3Y | -30.7% | +14.8% | -45.5% | -44.8% |
| All | -84.1% | -73.2% | -10.9% | -78.2% |
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