-84.1%
RIVN vs BEN
+20.2%
-104.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +1.5% |
| 7D | +0.9% | +0.3% | +0.6% | +0.4% |
| 30D | -1.9% | +0.9% | -2.8% | -2.9% |
| 3M | +8.7% | +9.2% | -0.4% | -0.3% |
| 6M | -3.0% | +36.8% | -39.7% | -28.4% |
| YTD | -18.6% | +44.4% | -63.0% | -43.8% |
| 1Y | +15.4% | +45.8% | -30.5% | -21.5% |
| 3Y | -30.5% | +52.5% | -83.1% | -56.7% |
| 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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling