-31.4%
RIVN vs HBM
+460.9%
-492.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.5% | +7.8% | +3.1% |
| 7D | +0.9% | -3.7% | +4.6% | +2.1% |
| 30D | -1.9% | -3.7% | +1.8% | -0.8% |
| 3M | +8.7% | +8.0% | +0.7% | +4.8% |
| 6M | -3.0% | +15.8% | -18.7% | -9.6% |
| YTD | -18.6% | +34.4% | -52.9% | -29.4% |
| 1Y | +15.4% | +98.2% | -82.8% | -14.8% |
| All | -31.4% | +460.9% | -492.3% | -74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 3y: compounded portfolio wealth divided by compounded HBM 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…
3y analysis · Full analysis span regression · 6 months rolling