-84.1%
RIVN vs HWM
+615.3%
-699.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.3% |
| 7D | +2.5% | -8.0% | +10.6% | +6.3% |
| 30D | -2.3% | -18.0% | +15.7% | +6.9% |
| 3M | +1.7% | -9.5% | +11.2% | +5.1% |
| 6M | +0.9% | -8.4% | +9.2% | +2.3% |
| YTD | -18.8% | +13.6% | -32.4% | -28.0% |
| 1Y | +14.8% | +30.2% | -15.4% | -5.9% |
| 3Y | -30.7% | +392.2% | -422.9% | -80.6% |
| All | -84.1% | +615.3% | -699.4% | -96.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling