+50.0%
BAC vs RIVN
-85.0%
+135.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.5% | +0.5% |
| 7D | +0.6% | +2.5% | -1.9% | +0.4% |
| 30D | -1.4% | -2.3% | +1.0% | -1.3% |
| 3M | +15.7% | +1.7% | +14.0% | +14.7% |
| 6M | +32.2% | +0.9% | +31.3% | +30.6% |
| YTD | +15.8% | -18.8% | +34.6% | +16.4% |
| 1Y | +27.3% | +14.8% | +12.5% | +22.6% |
| 3Y | +137.5% | -30.7% | +168.2% | +131.1% |
| All | +50.0% | -85.0% | +135.0% | +52.7% |
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