+12.5%
RIVN vs BTI
+24.7%
-12.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.4% | +2.4% | +6.5% |
| 7D | +20.5% | +5.3% | +15.2% | +21.9% |
| 30D | -3.7% | +19.1% | -22.8% | +0.4% |
| 3M | -10.8% | +6.5% | -17.3% | -9.3% |
| 6M | -3.1% | +9.4% | -12.5% | -0.5% |
| YTD | -28.7% | +14.4% | -43.1% | -27.0% |
| 1Y | +12.5% | +23.9% | -11.4% | -6.7% |
| All | +12.5% | +24.7% | -12.2% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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