+12.5%
RIVN vs BDX
+54.0%
-41.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +5.6% | +0.2% | +5.4% |
| 7D | +20.5% | +7.2% | +13.3% | +20.0% |
| 30D | -3.7% | +15.8% | -19.5% | -4.4% |
| 3M | -10.8% | +23.7% | -34.5% | -11.4% |
| 6M | -3.1% | +44.8% | -47.9% | -4.3% |
| YTD | -28.7% | +39.8% | -68.4% | -30.3% |
| 1Y | +12.5% | +52.3% | -39.9% | +9.7% |
| All | +12.5% | +54.0% | -41.5% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1y: compounded portfolio wealth divided by compounded BDX 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…
1y analysis · Full analysis span regression · 6 months rolling