-91.8%
RIVN vs HWM
+591.3%
-683.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.0% | -3.8% | -4.3% |
| 7D | -10.5% | +7.3% | -17.8% | -13.5% |
| 30D | -5.9% | +1.6% | -7.5% | -7.3% |
| 3M | -23.0% | -21.9% | -1.1% | -14.5% |
| 6M | -14.6% | -19.0% | +4.4% | -7.6% |
| YTD | -38.2% | +7.9% | -46.1% | -44.3% |
| 1Y | -25.7% | +9.9% | -35.6% | -33.7% |
| 3Y | -24.8% | +342.1% | -366.9% | -77.2% |
| All | -91.8% | +591.3% | -683.1% | -98.4% |
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