+12.5%
RIVN vs HIG
+12.7%
-0.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.4% | +3.4% | +6.4% |
| 7D | +20.5% | +6.2% | +14.3% | +22.5% |
| 30D | -3.7% | +9.4% | -13.1% | -1.0% |
| 3M | -10.8% | -2.3% | -8.4% | -11.3% |
| 6M | -3.1% | +4.2% | -7.3% | -0.3% |
| YTD | -28.7% | +1.6% | -30.2% | -27.4% |
| 1Y | +12.5% | +9.9% | +2.6% | +19.7% |
| All | +12.5% | +12.7% | -0.3% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling