-84.1%
RIVN vs BUD
+36.5%
-120.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | +0.9% | -3.2% | +4.1% | +2.5% |
| 30D | -1.9% | -3.7% | +1.8% | -0.1% |
| 3M | +8.7% | -4.4% | +13.2% | +10.5% |
| 6M | -3.0% | +7.7% | -10.7% | -8.4% |
| YTD | -18.6% | +23.1% | -41.6% | -29.3% |
| 1Y | +15.4% | +33.6% | -18.2% | -4.8% |
| 3Y | -30.5% | +44.7% | -75.2% | -48.0% |
| All | -84.1% | +36.5% | -120.6% | -88.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling