+27.5%
HAL vs RIVN
-29.4%
+56.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.8% | +8.0% | +3.1% |
| 7D | +6.1% | -10.5% | +16.6% | +6.0% |
| 30D | +2.9% | -5.9% | +8.8% | +2.9% |
| 3M | +3.3% | -23.0% | +26.3% | +3.4% |
| 6M | -16.9% | -14.6% | -2.3% | -17.2% |
| YTD | +21.2% | -38.2% | +59.4% | +20.2% |
| 1Y | +27.5% | -25.7% | +53.2% | +27.2% |
| All | +27.5% | -29.4% | +56.9% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling