-84.1%
RIVN vs BND
-2.3%
-81.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | 0.0% |
| 7D | +1.8% | -1.0% | +2.9% | +4.0% |
| 30D | +0.6% | -1.1% | +1.7% | +3.0% |
| 3M | +3.2% | -1.9% | +5.0% | +7.6% |
| 6M | -3.7% | -1.6% | -2.1% | +0.4% |
| YTD | -18.7% | -1.2% | -17.4% | -15.8% |
| 1Y | +14.7% | -0.7% | +15.5% | +17.4% |
| 3Y | -31.5% | +12.5% | -44.0% | -44.8% |
| All | -84.1% | -2.3% | -81.8% | -88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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