+14.9%
RIVN vs BTG
+38.4%
-23.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.7% |
| 7D | -2.1% | -0.9% | -1.2% | -1.9% |
| 30D | +1.2% | +36.8% | -35.7% | -7.7% |
| 3M | -13.1% | +23.1% | -36.2% | -18.8% |
| 6M | +5.5% | +3.5% | +2.0% | +1.4% |
| YTD | -20.1% | +25.5% | -45.6% | -24.8% |
| 1Y | +14.9% | +40.1% | -25.2% | -2.8% |
| All | +14.9% | +38.4% | -23.5% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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