+49.7%
BAC vs RIVN
-85.0%
+134.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.2% |
| 7D | -0.3% | +0.9% | -1.1% | -0.3% |
| 30D | -1.8% | -1.9% | +0.1% | -1.7% |
| 3M | +15.3% | +8.7% | +6.6% | +13.6% |
| 6M | +30.2% | -3.0% | +33.1% | +29.1% |
| YTD | +15.6% | -18.6% | +34.1% | +16.1% |
| 1Y | +27.5% | +15.4% | +12.1% | +22.7% |
| 3Y | +137.0% | -30.5% | +167.6% | +130.6% |
| All | +49.7% | -85.0% | +134.7% | +52.4% |
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