-84.1%
RIVN vs BP
+106.9%
-191.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.6% |
| 7D | +2.5% | +4.0% | -1.5% | +1.3% |
| 30D | -2.3% | +7.8% | -10.2% | -4.7% |
| 3M | +1.7% | +8.4% | -6.6% | -1.6% |
| 6M | +0.9% | +15.1% | -14.2% | -5.3% |
| YTD | -18.8% | +36.4% | -55.2% | -28.9% |
| 1Y | +14.8% | +40.9% | -26.1% | -0.8% |
| 3Y | -30.7% | +38.8% | -69.6% | -41.0% |
| All | -84.1% | +106.9% | -191.0% | -88.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling