+174.7%
BKR vs RIVN
-85.0%
+259.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.3% | -6.9% | -6.7% |
| 7D | -6.7% | +0.9% | -7.5% | -6.7% |
| 30D | -8.3% | -1.9% | -6.5% | -8.3% |
| 3M | -5.4% | +8.7% | -14.1% | -6.4% |
| 6M | +0.8% | -3.0% | +3.8% | +0.3% |
| YTD | +31.8% | -18.6% | +50.4% | +32.2% |
| 1Y | +28.6% | +15.4% | +13.2% | +25.5% |
| 3Y | +71.2% | -30.5% | +101.7% | +68.0% |
| All | +174.7% | -85.0% | +259.7% | +183.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling