-84.1%
RIVN vs SIMO
+324.5%
-408.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.5% | +4.8% | +1.4% |
| 7D | +0.9% | +12.5% | -11.7% | -2.3% |
| 30D | -1.9% | +18.4% | -20.3% | -7.0% |
| 3M | +8.7% | +5.6% | +3.1% | +4.0% |
| 6M | -3.0% | +116.9% | -119.9% | -28.4% |
| YTD | -18.6% | +188.4% | -207.0% | -47.3% |
| 1Y | +15.4% | +221.3% | -205.9% | -28.8% |
| 3Y | -30.5% | +438.6% | -469.1% | -65.8% |
| All | -84.1% | +324.5% | -408.5% | -91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 10y: compounded portfolio wealth divided by compounded SIMO 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…
10y analysis · Full analysis span regression · 6 months rolling