-84.1%
RIVN vs BTI
+123.8%
-207.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.8% |
| 7D | +2.5% | -2.4% | +5.0% | +2.8% |
| 30D | -2.3% | -4.8% | +2.4% | -1.8% |
| 3M | +1.7% | -8.1% | +9.9% | +2.6% |
| 6M | +0.9% | -4.2% | +5.0% | +0.5% |
| YTD | -18.8% | -1.3% | -17.5% | -20.0% |
| 1Y | +14.8% | +2.1% | +12.7% | +11.9% |
| 3Y | -30.7% | +108.9% | -139.6% | -49.5% |
| All | -84.1% | +123.8% | -207.9% | -86.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling