-84.1%
RIVN vs BTG
+45.6%
-129.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | +1.8% | -3.8% | +5.6% | +2.8% |
| 30D | +0.6% | +3.6% | -3.0% | -0.4% |
| 3M | +3.2% | +32.0% | -28.9% | -4.3% |
| 6M | -3.7% | +3.4% | -7.1% | -6.2% |
| YTD | -18.7% | +20.8% | -39.5% | -23.8% |
| 1Y | +14.7% | +22.4% | -7.7% | +5.6% |
| 3Y | -31.5% | +91.7% | -123.2% | -45.7% |
| All | -84.1% | +45.6% | -129.7% | -83.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling