+24.5%
BX vs RIVN
-31.8%
+56.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.5% |
| 7D | -5.6% | +1.8% | -7.5% | -5.9% |
| 30D | -12.2% | +0.6% | -12.9% | -12.3% |
| 3M | +7.4% | +3.2% | +4.2% | +6.2% |
| 6M | +22.2% | -3.7% | +25.9% | +21.2% |
| YTD | -14.0% | -18.7% | +4.7% | -13.2% |
| 1Y | -27.3% | +14.7% | -42.0% | -31.1% |
| 3Y | +24.5% | -31.5% | +56.1% | +19.2% |
| All | +24.5% | -31.8% | +56.3% | +19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling