-84.1%
RIVN vs W
-60.3%
-23.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.6% |
| 7D | +1.8% | -0.9% | +2.7% | +2.2% |
| 30D | +0.6% | -4.2% | +4.9% | +2.1% |
| 3M | +3.2% | +26.9% | -23.7% | -8.8% |
| 6M | -3.7% | +31.2% | -35.0% | -17.7% |
| YTD | -18.7% | -1.8% | -16.8% | -23.4% |
| 1Y | +14.7% | +9.3% | +5.4% | +0.4% |
| 3Y | -31.5% | +33.2% | -64.7% | -52.5% |
| All | -84.1% | -60.3% | -23.8% | -81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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