+12.5%
RIVN vs BUD
+38.4%
-25.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.1% | +2.7% | +5.5% |
| 7D | +20.5% | +3.3% | +17.2% | +20.0% |
| 30D | -3.7% | +11.8% | -15.5% | -4.3% |
| 3M | -10.8% | -1.1% | -9.7% | -11.4% |
| 6M | -3.1% | +14.9% | -18.0% | -6.2% |
| YTD | -28.7% | +32.6% | -61.3% | -34.1% |
| 1Y | +12.5% | +37.2% | -24.7% | +0.3% |
| All | +12.5% | +38.4% | -25.9% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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