-31.6%
RIVN vs BP
+37.6%
-69.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.5% |
| 7D | +2.5% | +4.0% | -1.5% | +1.4% |
| 30D | -2.3% | +7.8% | -10.2% | -4.5% |
| 3M | +1.7% | +8.4% | -6.6% | -1.1% |
| 6M | +0.9% | +15.1% | -14.2% | -5.2% |
| YTD | -18.8% | +36.4% | -55.2% | -29.5% |
| 1Y | +14.8% | +40.9% | -26.1% | -1.8% |
| All | -31.6% | +37.6% | -69.3% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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