-83.9%
RIVN vs BEN
+23.7%
-107.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +3.0% | +2.9% |
| 7D | +4.1% | +4.7% | -0.6% | -0.1% |
| 30D | +1.1% | +2.6% | -1.5% | -1.4% |
| 3M | -4.0% | +11.5% | -15.5% | -13.6% |
| 6M | +5.2% | +35.3% | -30.1% | -21.7% |
| YTD | -18.0% | +48.6% | -66.6% | -44.7% |
| 1Y | +15.6% | +46.7% | -31.1% | -21.6% |
| 3Y | -30.0% | +57.0% | -87.0% | -57.5% |
| All | -83.9% | +23.7% | -107.7% | -85.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling