+12.5%
RIVN vs PBR
+74.7%
-62.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -7.0% | +12.8% | +5.7% |
| 7D | +20.5% | -11.0% | +31.5% | +20.5% |
| 30D | -3.7% | -18.8% | +15.1% | -3.2% |
| 3M | -10.8% | +7.8% | -18.6% | -11.1% |
| 6M | -3.1% | -7.6% | +4.5% | 0.0% |
| YTD | -28.7% | +72.7% | -101.3% | -37.9% |
| 1Y | +12.5% | +72.9% | -60.5% | -4.0% |
| All | +12.5% | +74.7% | -62.2% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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