+71.8%
HAL vs RIVN
-85.0%
+156.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.0% |
| 7D | -1.3% | +2.5% | -3.9% | -1.5% |
| 30D | +10.9% | -2.3% | +13.2% | +11.0% |
| 3M | -5.8% | +1.7% | -7.6% | -6.6% |
| 6M | +8.1% | +0.9% | +7.3% | +7.1% |
| YTD | +33.2% | -18.8% | +52.0% | +33.7% |
| 1Y | +74.2% | +14.8% | +59.4% | +68.8% |
| 3Y | -3.7% | -30.7% | +27.0% | -6.1% |
| All | +71.8% | -85.0% | +156.8% | +73.0% |
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