-84.1%
RIVN vs BG
+51.1%
-135.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.4% |
| 7D | +1.8% | +3.1% | -1.3% | +0.9% |
| 30D | +0.6% | +10.2% | -9.6% | -2.5% |
| 3M | +3.2% | -1.7% | +4.8% | +3.2% |
| 6M | -3.7% | +1.0% | -4.7% | -4.8% |
| YTD | -18.7% | +39.9% | -58.6% | -28.3% |
| 1Y | +14.7% | +53.2% | -38.5% | -2.4% |
| 3Y | -31.5% | +16.3% | -47.8% | -36.7% |
| All | -84.1% | +51.1% | -135.2% | -88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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