-84.1%
RIVN vs WAB
+202.1%
-286.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -1.0% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +0.6% | -4.1% | +4.7% | +3.9% |
| 3M | +3.2% | +8.2% | -5.0% | -5.3% |
| 6M | -3.7% | +15.4% | -19.1% | -17.0% |
| YTD | -18.7% | +33.1% | -51.8% | -38.7% |
| 1Y | +14.7% | +48.1% | -33.3% | -21.7% |
| 3Y | -31.5% | +167.7% | -199.3% | -77.0% |
| All | -84.1% | +202.1% | -286.1% | -95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 10y: compounded portfolio wealth divided by compounded WAB 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…
10y analysis · Full analysis span regression · 6 months rolling