-27.0%
BABA vs RIVN
-84.9%
+57.9%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.7% | -3.2% | -1.0% |
| 7D | -0.2% | +4.1% | -4.3% | -1.0% |
| 30D | -12.3% | +1.1% | -13.3% | -12.7% |
| 3M | -5.3% | -4.0% | -1.3% | -6.2% |
| 6M | -13.1% | +5.2% | -18.3% | -16.1% |
| YTD | -22.4% | -18.0% | -4.5% | -21.9% |
| 1Y | -19.5% | +15.6% | -35.1% | -26.4% |
| 3Y | +32.9% | -30.0% | +62.9% | +24.1% |
| All | -27.0% | -84.9% | +57.9% | -11.2% |
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