-24.8%
RIVN vs BAM
+85.6%
-110.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -5.1% | -5.0% |
| 7D | -10.5% | -2.7% | -7.8% | -8.7% |
| 30D | -5.9% | +15.5% | -21.5% | -14.8% |
| 3M | -23.0% | -6.9% | -16.2% | -19.1% |
| 6M | -14.6% | +9.9% | -24.5% | -20.9% |
| YTD | -38.2% | +1.4% | -39.6% | -39.8% |
| 1Y | -25.7% | +3.3% | -29.0% | -28.8% |
| 3Y | -24.8% | +83.6% | -108.4% | -64.1% |
| All | -24.8% | +85.6% | -110.4% | -64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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