-84.1%
RIVN vs BB
-31.5%
-52.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.0% | +1.6% |
| 7D | +0.9% | -2.1% | +3.0% | +1.9% |
| 30D | -1.9% | -16.0% | +14.1% | +6.5% |
| 3M | +8.7% | -14.5% | +23.3% | +12.9% |
| 6M | -3.0% | +118.6% | -121.5% | -41.5% |
| YTD | -18.6% | +98.9% | -117.5% | -48.3% |
| 1Y | +15.4% | +99.5% | -84.1% | -29.2% |
| 3Y | -30.5% | +65.4% | -95.9% | -58.7% |
| All | -84.1% | -31.5% | -52.6% | -76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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