+12.5%
RIVN vs BEN
+56.2%
-43.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.7% | +1.1% | +3.5% |
| 7D | +20.5% | +6.7% | +13.7% | +16.7% |
| 30D | -3.7% | +3.0% | -6.7% | -5.2% |
| 3M | -10.8% | -4.3% | -6.4% | -9.2% |
| 6M | -3.1% | +16.4% | -19.5% | -10.2% |
| YTD | -28.7% | +46.8% | -75.4% | -44.7% |
| 1Y | +12.5% | +57.3% | -44.9% | -19.3% |
| All | +12.5% | +56.2% | -43.8% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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