-31.5%
RIVN vs BTDR
+4.4%
-35.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.9% | -0.7% |
| 7D | +1.8% | -3.4% | +5.2% | +2.3% |
| 30D | +0.6% | +32.6% | -32.0% | -4.0% |
| 3M | +3.2% | -32.2% | +35.4% | +7.6% |
| 6M | -3.7% | +52.4% | -56.1% | -11.7% |
| YTD | -18.7% | +6.7% | -25.4% | -22.6% |
| 1Y | +14.7% | -15.2% | +30.0% | +9.0% |
| 3Y | -31.5% | +14.9% | -46.4% | -47.6% |
| All | -31.5% | +4.4% | -35.9% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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