-84.1%
RIVN vs BBWI
-73.6%
-10.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.7% | +0.9% |
| 7D | +0.9% | -8.0% | +8.9% | +4.0% |
| 30D | -1.9% | -6.6% | +4.7% | -0.2% |
| 3M | +8.7% | -2.7% | +11.4% | +8.3% |
| 6M | -3.0% | -12.8% | +9.8% | -0.7% |
| YTD | -18.6% | -10.5% | -8.1% | -18.6% |
| 1Y | +15.4% | -35.3% | +50.7% | +29.9% |
| 3Y | -30.5% | -47.7% | +17.2% | -21.5% |
| All | -84.1% | -73.6% | -10.5% | -70.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling