+15.1%
RIVN vs HST
+36.5%
-21.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | +2.5% | -0.3% | +2.8% | +2.7% |
| 30D | -2.3% | -2.8% | +0.4% | -0.9% |
| 3M | +1.7% | -6.5% | +8.2% | +4.7% |
| 6M | +0.9% | +20.7% | -19.9% | -12.0% |
| YTD | -18.8% | +30.5% | -49.2% | -31.1% |
| All | +15.1% | +36.5% | -21.4% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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