-84.1%
RIVN vs BROS
-30.7%
-53.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | +1.6% |
| 7D | +0.9% | -6.1% | +6.9% | +3.2% |
| 30D | -1.9% | -12.4% | +10.5% | +2.8% |
| 3M | +8.7% | -27.9% | +36.7% | +21.0% |
| 6M | -3.0% | -16.8% | +13.8% | +1.0% |
| YTD | -18.6% | -29.0% | +10.5% | -10.1% |
| 1Y | +15.4% | -33.2% | +48.6% | +29.3% |
| 3Y | -30.5% | +56.8% | -87.3% | -52.6% |
| All | -84.1% | -30.7% | -53.3% | -82.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling