-31.5%
RIVN vs BBWI
-45.3%
+13.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.4% | -6.5% | -2.0% |
| 7D | +1.8% | -4.8% | +6.7% | +3.1% |
| 30D | +0.6% | +3.5% | -2.9% | -1.2% |
| 3M | +3.2% | -0.3% | +3.5% | +2.3% |
| 6M | -3.7% | -5.4% | +1.7% | -4.1% |
| YTD | -18.7% | -4.7% | -13.9% | -19.8% |
| 1Y | +14.7% | -30.5% | +45.2% | +24.4% |
| 3Y | -31.5% | -44.3% | +12.8% | -22.9% |
| All | -31.5% | -45.3% | +13.8% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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