+56.3%
HAL vs RIVN
-88.6%
+144.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.8% | +8.0% | +3.5% |
| 7D | +6.1% | -10.5% | +16.6% | +6.9% |
| 30D | +2.9% | -5.9% | +8.8% | +3.2% |
| 3M | +3.3% | -23.0% | +26.3% | +5.0% |
| 6M | -16.9% | -14.6% | -2.3% | -16.8% |
| YTD | +21.2% | -38.2% | +59.4% | +23.8% |
| 1Y | +27.5% | -25.7% | +53.2% | +28.0% |
| 3Y | -6.4% | -24.8% | +18.3% | -9.1% |
| 5Y | +58.0% | -90.6% | +148.6% | +64.3% |
| All | +56.3% | -88.6% | +144.9% | +60.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling