+14.7%
RIVN vs SGI
-21.0%
+35.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.6% |
| 7D | +1.8% | -4.5% | +6.3% | +4.0% |
| 30D | +0.6% | +4.2% | -3.5% | -1.5% |
| 3M | +3.2% | -7.4% | +10.6% | +7.4% |
| 6M | -3.7% | -15.1% | +11.3% | +2.4% |
| YTD | -18.7% | -24.7% | +6.0% | -6.6% |
| 1Y | +14.7% | -21.8% | +36.5% | +33.3% |
| All | +14.7% | -21.0% | +35.7% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 SGI 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