+12.5%
RIVN vs BAX
+46.0%
-33.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.0% | +1.8% | +4.7% |
| 7D | +20.5% | +4.1% | +16.4% | +19.0% |
| 30D | -3.7% | +9.4% | -13.1% | -6.2% |
| 3M | -10.8% | -6.5% | -4.3% | -9.4% |
| 6M | -3.1% | +59.6% | -62.7% | -16.4% |
| YTD | -28.7% | +38.9% | -67.5% | -35.4% |
| 1Y | +12.5% | +48.0% | -35.5% | 0.0% |
| All | +12.5% | +46.0% | -33.6% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…
1y analysis · Full analysis span regression · 6 months rolling