-83.9%
RIVN vs BAX
-64.7%
-19.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.8% | +6.5% | +4.0% |
| 7D | +4.1% | -2.4% | +6.5% | +4.9% |
| 30D | +1.1% | -9.7% | +10.8% | +4.6% |
| 3M | -4.0% | +29.3% | -33.2% | -12.8% |
| 6M | +5.2% | +40.7% | -35.5% | -7.7% |
| YTD | -18.0% | +30.3% | -48.2% | -26.9% |
| 1Y | +15.6% | +3.4% | +12.2% | +11.3% |
| 3Y | -30.0% | -32.0% | +2.0% | -23.4% |
| All | -83.9% | -64.7% | -19.2% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling