-87.3%
RIVN vs SIMO
+188.2%
-275.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.3% | -3.2% | -4.9% |
| 7D | -3.7% | +14.9% | -18.6% | -6.8% |
| 30D | -4.3% | -27.0% | +22.7% | +1.4% |
| 3M | -19.6% | -25.4% | +5.7% | -16.9% |
| 6M | -8.2% | -30.3% | +22.0% | -5.7% |
| YTD | -35.1% | +95.8% | -130.8% | -55.1% |
| 1Y | -26.9% | +100.0% | -127.0% | -50.0% |
| 3Y | -16.9% | +238.3% | -255.1% | -55.0% |
| 5Y | -90.2% | +187.6% | -277.7% | -94.2% |
| All | -87.3% | +188.2% | -275.4% | -92.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling