-84.1%
RIVN vs BDX
+4.0%
-88.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.4% |
| 7D | +1.8% | -3.2% | +5.0% | +2.8% |
| 30D | +0.6% | -2.5% | +3.2% | +1.4% |
| 3M | +3.2% | +21.4% | -18.3% | -3.1% |
| 6M | -3.7% | +10.4% | -14.1% | -6.8% |
| YTD | -18.7% | +18.8% | -37.5% | -23.8% |
| 1Y | +14.7% | +21.7% | -6.9% | +6.4% |
| 3Y | -31.5% | -10.0% | -21.6% | -30.2% |
| All | -84.1% | +4.0% | -88.0% | -83.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling