-5.5%
BA vs RIVN
-85.0%
+79.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.9% |
| 7D | -1.2% | +2.5% | -3.7% | -1.5% |
| 30D | -11.3% | -2.3% | -9.0% | -11.1% |
| 3M | -3.8% | +1.7% | -5.5% | -4.9% |
| 6M | -8.3% | +0.9% | -9.1% | -9.7% |
| YTD | -4.9% | -18.8% | +13.9% | -4.0% |
| 1Y | -10.1% | +14.8% | -24.9% | -15.0% |
| 3Y | -2.3% | -30.7% | +28.4% | -6.5% |
| All | -5.5% | -85.0% | +79.5% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN 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 RIVN 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