-84.4%
RIVN vs BUD
+41.2%
-125.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.2% | -1.1% |
| 7D | -2.1% | +0.3% | -2.3% | -2.2% |
| 30D | +1.2% | -5.7% | +6.8% | +4.0% |
| 3M | -13.1% | +3.1% | -16.3% | -15.2% |
| 6M | +5.5% | +7.9% | -2.4% | -0.3% |
| YTD | -20.1% | +27.3% | -47.5% | -31.8% |
| 1Y | +14.9% | +37.8% | -22.9% | -6.6% |
| 3Y | -32.5% | +49.8% | -82.3% | -50.3% |
| All | -84.4% | +41.2% | -125.6% | -88.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling