-86.4%
RIVN vs HAS
+51.6%
-138.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -3.0% | -2.7% |
| 7D | +3.1% | +3.3% | -0.2% | +1.2% |
| 30D | -1.9% | +30.5% | -32.4% | -17.0% |
| 3M | -16.4% | +29.9% | -46.3% | -29.3% |
| 6M | -3.7% | +26.5% | -30.2% | -18.3% |
| YTD | -30.5% | +51.9% | -82.4% | -48.7% |
| 1Y | -16.5% | +60.9% | -77.4% | -41.1% |
| 3Y | -11.0% | +215.0% | -226.0% | -66.9% |
| 5Y | -86.4% | +51.5% | -137.9% | -87.0% |
| All | -86.4% | +51.6% | -138.0% | -87.0% |
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