-31.4%
RIVN vs BAX
-34.3%
+2.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.5% |
| 7D | +0.9% | -5.4% | +6.3% | +2.5% |
| 30D | -1.9% | -12.4% | +10.5% | +1.9% |
| 3M | +8.7% | +19.1% | -10.4% | +2.9% |
| 6M | -3.0% | +38.6% | -41.6% | -12.9% |
| YTD | -18.6% | +26.7% | -45.3% | -25.6% |
| 1Y | +15.4% | +1.0% | +14.4% | +12.3% |
| All | -31.4% | -34.3% | +2.9% | -26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling