-84.1%
RIVN vs BAX
-66.3%
-17.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.4% | +0.4% |
| 7D | +1.8% | -7.9% | +9.7% | +4.6% |
| 30D | +0.6% | -11.7% | +12.3% | +4.9% |
| 3M | +3.2% | +16.2% | -13.0% | -2.6% |
| 6M | -3.7% | +32.0% | -35.7% | -13.7% |
| YTD | -18.7% | +24.7% | -43.4% | -26.4% |
| 1Y | +14.7% | -2.6% | +17.4% | +12.8% |
| 3Y | -31.5% | -35.0% | +3.4% | -24.0% |
| All | -84.1% | -66.3% | -17.8% | -77.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling