-84.1%
RIVN vs BTDR
+20.0%
-104.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.9% | -0.6% |
| 7D | +1.8% | -3.4% | +5.2% | +2.3% |
| 30D | +0.6% | +32.6% | -32.0% | -3.3% |
| 3M | +3.2% | -32.2% | +35.4% | +7.0% |
| 6M | -3.7% | +52.4% | -56.1% | -10.5% |
| YTD | -18.7% | +6.7% | -25.4% | -21.9% |
| 1Y | +14.7% | -15.2% | +30.0% | +10.1% |
| 3Y | -31.5% | +14.9% | -46.4% | -44.3% |
| All | -84.1% | +20.0% | -104.0% | -86.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling