+12.5%
RIVN vs BURL
-4.6%
+17.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +7.7% | -1.9% | +3.8% |
| 7D | +20.5% | +10.4% | +10.1% | +17.4% |
| 30D | -3.7% | -4.9% | +1.2% | -2.5% |
| 3M | -10.8% | -29.8% | +19.0% | -1.4% |
| 6M | -3.1% | -16.5% | +13.4% | -0.6% |
| YTD | -28.7% | -10.5% | -18.1% | -27.7% |
| 1Y | +12.5% | -5.3% | +17.8% | +13.5% |
| All | +12.5% | -4.6% | +17.0% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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