-84.1%
RIVN vs HAS
+10.7%
-94.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.1% |
| 7D | +2.5% | -4.8% | +7.4% | +5.6% |
| 30D | -2.3% | -5.1% | +2.8% | +0.7% |
| 3M | +1.7% | +6.4% | -4.6% | -2.8% |
| 6M | +0.9% | -5.6% | +6.5% | +2.1% |
| YTD | -18.8% | +11.0% | -29.8% | -26.9% |
| 1Y | +14.8% | +16.8% | -2.0% | -0.7% |
| 3Y | -30.7% | +44.0% | -74.8% | -50.7% |
| All | -84.1% | +10.7% | -94.8% | -81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling