+12.5%
RIVN vs HWM
+5.4%
+7.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -4.3% | +10.1% | +6.6% |
| 7D | +20.5% | +9.4% | +11.1% | +18.0% |
| 30D | -3.7% | -7.0% | +3.3% | -2.4% |
| 3M | -10.8% | -25.9% | +15.1% | -4.6% |
| 6M | -3.1% | -10.8% | +7.7% | -4.4% |
| YTD | -28.7% | +4.3% | -33.0% | -39.2% |
| 1Y | +12.5% | +4.4% | +8.1% | -4.7% |
| All | +12.5% | +5.4% | +7.1% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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