-84.1%
RIVN vs BHP
+158.4%
-242.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.2% |
| 7D | +2.5% | +0.9% | +1.6% | +2.0% |
| 30D | -2.3% | +4.0% | -6.4% | -4.6% |
| 3M | +1.7% | +11.3% | -9.5% | -4.2% |
| 6M | +0.9% | +29.3% | -28.5% | -13.0% |
| YTD | -18.8% | +59.2% | -78.0% | -38.9% |
| 1Y | +14.8% | +80.8% | -66.0% | -20.4% |
| 3Y | -30.7% | +88.0% | -118.7% | -53.8% |
| All | -84.1% | +158.4% | -242.5% | -92.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling