-90.2%
RIVN vs RBA
+46.2%
-136.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.5% | -4.0% | -4.8% |
| 7D | -3.7% | -0.5% | -3.1% | -3.4% |
| 30D | -4.3% | +6.8% | -11.1% | -7.1% |
| 3M | -19.6% | +9.5% | -29.1% | -23.1% |
| 6M | -8.2% | -8.2% | 0.0% | -6.0% |
| YTD | -35.1% | -7.7% | -27.3% | -34.1% |
| 1Y | -26.9% | -6.9% | -20.0% | -26.4% |
| 3Y | -16.9% | +61.6% | -78.5% | -39.1% |
| 5Y | -90.2% | +44.7% | -134.9% | -91.6% |
| All | -90.2% | +46.2% | -136.4% | -91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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