-91.8%
RIVN vs HAS
+48.2%
-140.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.8% | -4.1% | -4.4% |
| 7D | -10.5% | +1.4% | -11.9% | -11.2% |
| 30D | -5.9% | +26.3% | -32.2% | -18.7% |
| 3M | -23.0% | +25.6% | -48.6% | -33.4% |
| 6M | -14.6% | +30.3% | -44.9% | -28.9% |
| YTD | -38.2% | +50.4% | -88.6% | -54.0% |
| 1Y | -25.7% | +57.7% | -83.4% | -46.7% |
| 3Y | -24.8% | +213.4% | -238.1% | -71.6% |
| All | -91.8% | +48.2% | -140.1% | -92.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling