-84.1%
RIVN vs BEN
+20.2%
-104.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.8% | -3.1% | +5.0% | +4.7% |
| 30D | +0.6% | +0.2% | +0.4% | +0.3% |
| 3M | +3.2% | +6.8% | -3.7% | -3.7% |
| 6M | -3.7% | +38.1% | -41.8% | -29.6% |
| YTD | -18.7% | +44.3% | -63.0% | -43.8% |
| 1Y | +14.7% | +42.6% | -27.8% | -20.1% |
| 3Y | -31.5% | +52.3% | -83.8% | -57.3% |
| All | -84.1% | +20.2% | -104.3% | -85.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling