-87.3%
RIVN vs HAS
+51.2%
-138.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.0% | -3.4% | -4.2% |
| 7D | -3.7% | +1.6% | -5.3% | -4.6% |
| 30D | -4.3% | +26.6% | -30.9% | -17.5% |
| 3M | -19.6% | +29.0% | -48.6% | -31.8% |
| 6M | -8.2% | +30.6% | -38.8% | -23.8% |
| YTD | -35.1% | +51.5% | -86.6% | -52.0% |
| 1Y | -26.9% | +58.5% | -85.4% | -47.9% |
| 3Y | -16.9% | +214.1% | -231.0% | -69.0% |
| 5Y | -90.2% | +50.2% | -140.4% | -90.5% |
| All | -87.3% | +51.2% | -138.5% | -87.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling