-83.9%
RIVN vs HRB
+120.1%
-204.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -6.5% | +9.2% | +4.2% |
| 7D | +4.1% | -9.1% | +13.1% | +6.2% |
| 30D | +1.1% | +0.3% | +0.8% | +0.5% |
| 3M | -4.0% | +23.4% | -27.4% | -9.8% |
| 6M | +5.2% | +45.1% | -39.9% | -6.6% |
| YTD | -18.0% | +8.9% | -26.8% | -21.7% |
| 1Y | +15.6% | -7.9% | +23.5% | +15.1% |
| 3Y | -30.0% | +27.9% | -57.9% | -42.2% |
| All | -83.9% | +120.1% | -204.0% | -89.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling