-31.5%
RIVN vs JHX
-4.5%
-27.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.4% |
| 7D | +1.8% | -6.3% | +8.2% | +3.5% |
| 30D | +0.6% | -7.7% | +8.4% | +2.7% |
| 3M | +3.2% | +19.2% | -16.0% | -1.7% |
| 6M | -3.7% | +38.3% | -42.0% | -11.9% |
| YTD | -18.7% | +37.2% | -55.9% | -25.6% |
| 1Y | +14.7% | +42.3% | -27.5% | +3.3% |
| 3Y | -31.5% | -4.4% | -27.1% | -39.5% |
| All | -31.5% | -4.5% | -27.1% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 3y: compounded portfolio wealth divided by compounded JHX 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…
3y analysis · Full analysis span regression · 6 months rolling