-84.1%
RIVN vs HRB
+116.4%
-200.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.7% | -0.2% |
| 7D | +1.8% | -8.0% | +9.9% | +3.6% |
| 30D | +0.6% | -16.0% | +16.6% | +4.5% |
| 3M | +3.2% | +26.9% | -23.7% | -3.7% |
| 6M | -3.7% | +51.1% | -54.8% | -15.7% |
| YTD | -18.7% | +7.1% | -25.7% | -22.1% |
| 1Y | +14.7% | -9.6% | +24.4% | +14.8% |
| 3Y | -31.5% | +25.4% | -56.9% | -43.2% |
| All | -84.1% | +116.4% | -200.5% | -89.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling