+14.7%
RIVN vs BROS
-32.8%
+47.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.5% |
| 7D | +1.8% | -5.8% | +7.6% | +3.9% |
| 30D | +0.6% | -14.0% | +14.6% | +5.8% |
| 3M | +3.2% | -32.5% | +35.6% | +16.6% |
| 6M | -3.7% | -14.9% | +11.2% | -3.2% |
| YTD | -18.7% | -28.3% | +9.6% | -13.8% |
| 1Y | +14.7% | -34.0% | +48.7% | +0.7% |
| All | +14.7% | -32.8% | +47.6% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 1y: compounded portfolio wealth divided by compounded BROS 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…
1y analysis · Full analysis span regression · 6 months rolling