-84.1%
RIVN vs HSY
+11.9%
-96.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -1.0% | +0.1% |
| 7D | +0.9% | -0.4% | +1.3% | +0.9% |
| 30D | -1.9% | -3.4% | +1.6% | -1.5% |
| 3M | +8.7% | -0.5% | +9.2% | +8.6% |
| 6M | -3.0% | -19.1% | +16.2% | -0.3% |
| YTD | -18.6% | -2.1% | -16.5% | -19.8% |
| 1Y | +15.4% | -3.2% | +18.6% | +13.7% |
| 3Y | -30.5% | -8.8% | -21.7% | -33.5% |
| All | -84.1% | +11.9% | -96.0% | -77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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