-31.4%
RIVN vs BROS
+57.4%
-88.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | +1.2% |
| 7D | +0.9% | -6.1% | +6.9% | +2.6% |
| 30D | -1.9% | -12.4% | +10.5% | +1.5% |
| 3M | +8.7% | -27.9% | +36.7% | +17.5% |
| 6M | -3.0% | -16.8% | +13.8% | 0.0% |
| YTD | -18.6% | -29.0% | +10.5% | -12.8% |
| 1Y | +15.4% | -33.2% | +48.6% | +24.8% |
| All | -31.4% | +57.4% | -88.8% | -46.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling