+8.9%
BX vs RIVN
-85.0%
+93.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.5% |
| 7D | -5.6% | +1.8% | -7.5% | -6.0% |
| 30D | -12.2% | +0.6% | -12.9% | -12.4% |
| 3M | +7.4% | +3.2% | +4.2% | +5.6% |
| 6M | +22.2% | -3.7% | +25.9% | +20.8% |
| YTD | -14.0% | -18.7% | +4.7% | -12.9% |
| 1Y | -27.3% | +14.7% | -42.0% | -32.7% |
| 3Y | +24.5% | -31.5% | +56.1% | +18.6% |
| All | +8.9% | -85.0% | +93.9% | +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 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