+71.5%
HAL vs RIVN
-85.3%
+156.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.5% |
| 7D | +2.9% | -2.1% | +5.0% | +3.1% |
| 30D | +17.0% | +1.2% | +15.9% | +16.9% |
| 3M | -9.7% | -13.1% | +3.5% | -9.3% |
| 6M | +8.6% | +5.5% | +3.1% | +7.2% |
| YTD | +33.0% | -20.1% | +53.1% | +33.6% |
| 1Y | +68.3% | +14.9% | +53.4% | +63.1% |
| 3Y | +0.1% | -32.5% | +32.6% | -2.2% |
| All | +71.5% | -85.3% | +156.8% | +72.9% |
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