-83.9%
RIVN vs BWA
+74.3%
-158.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.9% | +4.6% | +3.9% |
| 7D | +4.1% | +4.3% | -0.2% | +1.4% |
| 30D | +1.1% | -2.9% | +4.0% | +2.5% |
| 3M | -4.0% | -12.4% | +8.4% | +3.7% |
| 6M | +5.2% | +28.6% | -23.4% | -9.9% |
| YTD | -18.0% | +48.2% | -66.2% | -39.7% |
| 1Y | +15.6% | +50.9% | -35.3% | -17.0% |
| 3Y | -30.0% | +72.2% | -102.2% | -56.1% |
| All | -83.9% | +74.3% | -158.2% | -90.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling