-31.5%
RIVN vs BWA
+70.7%
-102.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.7% |
| 7D | +1.8% | -1.3% | +3.2% | +2.3% |
| 30D | +0.6% | -2.9% | +3.6% | +1.6% |
| 3M | +3.2% | -10.7% | +13.9% | +7.4% |
| 6M | -3.7% | +26.5% | -30.2% | -11.0% |
| YTD | -18.7% | +49.1% | -67.8% | -32.7% |
| 1Y | +14.7% | +52.1% | -37.3% | -6.3% |
| 3Y | -31.5% | +72.6% | -104.1% | -50.0% |
| All | -31.5% | +70.7% | -102.2% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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