-31.6%
RIVN vs SIMO
+469.0%
-500.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -1.5% |
| 7D | +2.5% | +14.5% | -12.0% | -0.6% |
| 30D | -2.3% | +20.4% | -22.8% | -6.9% |
| 3M | +1.7% | +7.1% | -5.4% | -2.0% |
| 6M | +0.9% | +129.2% | -128.4% | -23.7% |
| YTD | -18.8% | +201.9% | -220.7% | -46.6% |
| 1Y | +14.8% | +235.5% | -220.7% | -28.5% |
| All | -31.6% | +469.0% | -500.6% | -68.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling