-48.6%
RIVN vs BAM
+71.9%
-120.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.4% | +6.2% | +5.1% |
| 7D | +4.1% | -1.6% | +5.7% | +5.1% |
| 30D | +1.1% | -6.0% | +7.1% | +5.3% |
| 3M | -4.0% | +7.3% | -11.3% | -9.3% |
| 6M | +5.2% | +8.2% | -3.0% | -1.7% |
| YTD | -18.0% | -3.8% | -14.1% | -17.1% |
| 1Y | +15.6% | -10.7% | +26.3% | +23.0% |
| 3Y | -30.0% | +55.3% | -85.3% | -54.3% |
| All | -48.6% | +71.9% | -120.5% | -69.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling