-84.4%
RIVN vs HWM
+697.3%
-781.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.8% |
| 7D | -2.1% | -2.1% | +0.1% | -1.3% |
| 30D | +1.2% | -11.0% | +12.1% | +6.8% |
| 3M | -13.1% | +4.0% | -17.2% | -16.3% |
| 6M | +5.5% | -0.2% | +5.7% | +3.2% |
| YTD | -20.1% | +26.7% | -46.8% | -32.6% |
| 1Y | +14.9% | +44.7% | -29.8% | -10.3% |
| 3Y | -32.5% | +426.1% | -458.6% | -81.3% |
| All | -84.4% | +697.3% | -781.7% | -97.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling