-84.1%
RIVN vs BAX
-65.7%
-18.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.6% |
| 7D | +0.9% | -5.4% | +6.3% | +2.7% |
| 30D | -1.9% | -12.4% | +10.5% | +2.6% |
| 3M | +8.7% | +19.1% | -10.4% | +1.8% |
| 6M | -3.0% | +38.6% | -41.6% | -14.5% |
| YTD | -18.6% | +26.7% | -45.3% | -26.7% |
| 1Y | +15.4% | +1.0% | +14.4% | +11.9% |
| 3Y | -30.5% | -33.9% | +3.4% | -23.3% |
| All | -84.1% | -65.7% | -18.4% | -77.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling