-24.8%
RIVN vs BUD
+49.6%
-74.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.1% | -6.0% | -5.1% |
| 7D | -10.5% | +1.0% | -11.5% | -10.7% |
| 30D | -5.9% | +6.7% | -12.6% | -7.4% |
| 3M | -23.0% | +5.7% | -28.7% | -24.1% |
| 6M | -14.6% | +5.8% | -20.5% | -16.4% |
| YTD | -38.2% | +34.4% | -72.6% | -44.2% |
| 1Y | -25.7% | +33.3% | -59.0% | -32.8% |
| 3Y | -24.8% | +48.8% | -73.6% | -35.8% |
| All | -24.8% | +49.6% | -74.4% | -35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling