-84.1%
RIVN vs BRO
+8.7%
-92.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | +1.8% | -7.3% | +9.2% | +5.2% |
| 30D | +0.6% | -6.9% | +7.5% | +3.7% |
| 3M | +3.2% | +10.7% | -7.5% | -3.3% |
| 6M | -3.7% | -2.7% | -1.0% | -4.0% |
| YTD | -18.7% | -16.3% | -2.3% | -12.3% |
| 1Y | +14.7% | -29.1% | +43.8% | +36.5% |
| 3Y | -31.5% | -7.8% | -23.7% | -38.6% |
| All | -84.1% | +8.7% | -92.8% | -88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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