-6.5%
HAL vs RIVN
-31.7%
+25.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.3% | -3.1% | -2.9% |
| 7D | -3.3% | +0.9% | -4.2% | -3.3% |
| 30D | +7.2% | -1.9% | +9.1% | +7.3% |
| 3M | -8.8% | +8.7% | -17.5% | -10.0% |
| 6M | +3.0% | -3.0% | +5.9% | +2.3% |
| YTD | +29.4% | -18.6% | +48.0% | +29.9% |
| 1Y | +62.8% | +15.4% | +47.4% | +57.9% |
| All | -6.5% | -31.7% | +25.2% | -10.3% |
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 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