+12.5%
RIVN vs BHP
+53.4%
-41.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.6% | +3.2% | +4.1% |
| 7D | +20.5% | -2.5% | +23.0% | +22.3% |
| 30D | -3.7% | -7.7% | +4.0% | +1.2% |
| 3M | -10.8% | -6.4% | -4.4% | -7.4% |
| 6M | -3.1% | +5.2% | -8.3% | -4.3% |
| YTD | -28.7% | +38.3% | -67.0% | -35.4% |
| 1Y | +12.5% | +53.4% | -40.9% | -17.5% |
| All | +12.5% | +53.4% | -41.0% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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