-83.9%
RIVN vs HBM
+316.4%
-400.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.8% | -3.0% | +0.5% |
| 7D | +4.1% | +7.4% | -3.3% | +1.2% |
| 30D | +1.1% | +5.1% | -4.0% | -1.0% |
| 3M | -4.0% | +11.1% | -15.1% | -8.4% |
| 6M | +5.2% | +30.2% | -25.0% | -6.7% |
| YTD | -18.0% | +46.2% | -64.2% | -31.8% |
| 1Y | +15.6% | +120.0% | -104.5% | -19.3% |
| 3Y | -30.0% | +527.4% | -557.4% | -70.6% |
| All | -83.9% | +316.4% | -400.3% | -92.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling