-3.6%
BA vs RIVN
-84.9%
+81.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.4% | -1.1% |
| 7D | +2.5% | +4.1% | -1.6% | +1.9% |
| 30D | -10.1% | +1.1% | -11.2% | -10.4% |
| 3M | -2.4% | -4.0% | +1.6% | -2.7% |
| 6M | -8.8% | +5.2% | -14.0% | -10.8% |
| YTD | -2.9% | -18.0% | +15.0% | -2.2% |
| 1Y | -8.8% | +15.6% | -24.3% | -13.8% |
| 3Y | -0.3% | -30.0% | +29.7% | -4.7% |
| All | -3.6% | -84.9% | +81.3% | +2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling