-84.1%
RIVN vs TROW
-39.6%
-44.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.0% | +1.0% |
| 7D | +1.8% | -3.2% | +5.0% | +5.1% |
| 30D | +0.6% | -4.6% | +5.2% | +5.5% |
| 3M | +3.2% | -0.7% | +3.8% | +3.8% |
| 6M | -3.7% | +22.2% | -25.9% | -20.8% |
| YTD | -18.7% | +6.6% | -25.3% | -24.6% |
| 1Y | +14.7% | +5.8% | +8.9% | +6.9% |
| 3Y | -31.5% | +11.6% | -43.1% | -42.5% |
| All | -84.1% | -39.6% | -44.5% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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