-84.1%
RIVN vs HIG
+109.1%
-193.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +1.8% | -1.5% | +3.3% | +2.4% |
| 30D | +0.6% | -0.4% | +1.0% | +0.6% |
| 3M | +3.2% | +6.7% | -3.5% | -0.5% |
| 6M | -3.7% | +2.0% | -5.7% | -5.5% |
| YTD | -18.7% | +0.3% | -19.0% | -19.8% |
| 1Y | +14.7% | +4.2% | +10.6% | +10.4% |
| 3Y | -31.5% | +102.2% | -133.8% | -61.0% |
| All | -84.1% | +109.1% | -193.2% | -91.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling