-31.4%
RIVN vs HRB
+25.2%
-56.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.3% |
| 7D | +0.9% | -12.2% | +13.1% | +1.9% |
| 30D | -1.9% | -3.0% | +1.1% | -1.7% |
| 3M | +8.7% | +21.7% | -13.0% | +6.2% |
| 6M | -3.0% | +52.3% | -55.3% | -8.6% |
| YTD | -18.6% | +6.5% | -25.1% | -22.3% |
| 1Y | +15.4% | -6.7% | +22.1% | +10.4% |
| All | -31.4% | +25.2% | -56.7% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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