-84.1%
RIVN vs BNY
+217.1%
-301.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.2% |
| 7D | +1.8% | -1.3% | +3.2% | +3.0% |
| 30D | +0.6% | -0.2% | +0.8% | +0.4% |
| 3M | +3.2% | +14.9% | -11.8% | -10.5% |
| 6M | -3.7% | +40.0% | -43.7% | -30.4% |
| YTD | -18.7% | +42.0% | -60.6% | -42.2% |
| 1Y | +14.7% | +56.9% | -42.1% | -25.7% |
| 3Y | -31.5% | +289.9% | -321.4% | -82.5% |
| All | -84.1% | +217.1% | -301.2% | -95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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