+6.3%
BX vs RIVN
-85.0%
+91.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.1% | -2.9% |
| 7D | -8.9% | +0.9% | -9.8% | -9.1% |
| 30D | -14.8% | -1.9% | -12.9% | -14.5% |
| 3M | +6.9% | +8.7% | -1.8% | +4.1% |
| 6M | +16.3% | -3.0% | +19.2% | +14.8% |
| YTD | -16.1% | -18.6% | +2.5% | -15.1% |
| 1Y | -26.8% | +15.4% | -42.2% | -32.3% |
| 3Y | +22.4% | -30.5% | +53.0% | +16.1% |
| All | +6.3% | -85.0% | +91.2% | +16.3% |
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