-84.1%
RIVN vs HDB
-34.8%
-49.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.9% |
| 7D | +0.9% | -6.2% | +7.1% | +4.5% |
| 30D | -1.9% | -6.2% | +4.3% | +1.5% |
| 3M | +8.7% | -5.9% | +14.6% | +11.9% |
| 6M | -3.0% | -25.9% | +23.0% | +14.1% |
| YTD | -18.6% | -40.2% | +21.7% | +8.3% |
| 1Y | +15.4% | -38.0% | +53.4% | +49.3% |
| 3Y | -30.5% | -30.5% | 0.0% | -20.2% |
| All | -84.1% | -34.8% | -49.2% | -83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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