+15.4%
RIVN vs HWM
+26.9%
-11.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.8% |
| 7D | +0.9% | -12.5% | +13.4% | +4.2% |
| 30D | -1.9% | -19.0% | +17.1% | +3.7% |
| 3M | +8.7% | -8.6% | +17.3% | +8.8% |
| 6M | -3.0% | -10.2% | +7.2% | -2.7% |
| YTD | -18.6% | +11.3% | -29.9% | -30.7% |
| 1Y | +15.4% | +24.3% | -8.9% | -8.6% |
| All | +15.4% | +26.9% | -11.5% | -8.6% |
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