-31.4%
RIVN vs USFR
+14.1%
-45.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.5% |
| 7D | +0.9% | +0.1% | +0.8% | +1.7% |
| 30D | -1.9% | +0.3% | -2.2% | +1.4% |
| 3M | +8.7% | +1.0% | +7.8% | +19.8% |
| 6M | -3.0% | +1.9% | -4.9% | +15.8% |
| YTD | -18.6% | +2.7% | -21.2% | +4.1% |
| 1Y | +15.4% | +4.0% | +11.4% | +65.6% |
| All | -31.4% | +14.1% | -45.5% | +246.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 3y: compounded portfolio wealth divided by compounded USFR 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…
3y analysis · Full analysis span regression · 6 months rolling