-84.1%
RIVN vs PBR
+557.7%
-641.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.9% | -0.2% |
| 7D | +0.9% | +4.2% | -3.4% | -0.1% |
| 30D | -1.9% | +22.7% | -24.6% | -6.5% |
| 3M | +8.7% | +21.5% | -12.8% | +3.5% |
| 6M | -3.0% | +24.0% | -27.0% | -8.7% |
| YTD | -18.6% | +88.2% | -106.8% | -31.7% |
| 1Y | +15.4% | +74.8% | -59.4% | -1.2% |
| 3Y | -30.5% | +105.1% | -135.6% | -43.4% |
| All | -84.1% | +557.7% | -641.8% | -92.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling