-31.5%
RIVN vs BHP
+71.6%
-103.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | +1.8% | -3.6% | +5.5% | +4.2% |
| 30D | +0.6% | -1.2% | +1.8% | +1.4% |
| 3M | +3.2% | +1.2% | +2.0% | +2.6% |
| 6M | -3.7% | +21.4% | -25.1% | -13.9% |
| YTD | -18.7% | +50.4% | -69.1% | -37.0% |
| 1Y | +14.7% | +67.5% | -52.8% | -17.6% |
| 3Y | -31.5% | +72.8% | -104.3% | -52.7% |
| All | -31.5% | +71.6% | -103.1% | -52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling