-84.1%
RIVN vs SGI
+56.5%
-140.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +2.4% |
| 7D | +0.9% | -4.9% | +5.8% | +4.3% |
| 30D | -1.9% | +1.6% | -3.5% | -3.3% |
| 3M | +8.7% | -3.2% | +11.9% | +10.6% |
| 6M | -3.0% | -16.0% | +13.1% | +6.9% |
| YTD | -18.6% | -25.4% | +6.9% | -2.8% |
| 1Y | +15.4% | -21.6% | +37.0% | +31.0% |
| 3Y | -30.5% | +52.9% | -83.4% | -54.2% |
| All | -84.1% | +56.5% | -140.6% | -88.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling