+682.6%
BE vs RIVN
-85.0%
+767.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.1% |
| 7D | +9.7% | +0.9% | +8.9% | +9.4% |
| 30D | +22.4% | -1.9% | +24.3% | +22.8% |
| 3M | +10.4% | +8.7% | +1.6% | +5.7% |
| 6M | +67.9% | -3.0% | +70.8% | +66.7% |
| YTD | +197.5% | -18.6% | +216.1% | +207.9% |
| 1Y | +310.6% | +15.4% | +295.2% | +263.1% |
| 3Y | +1,657.2% | -30.5% | +1,687.8% | +1,558.3% |
| All | +682.6% | -85.0% | +767.6% | +865.7% |
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