+12.5%
RIVN vs SM
+70.4%
-57.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -15.3% | +21.1% | +3.0% |
| 7D | +20.5% | -21.5% | +42.0% | +15.9% |
| 30D | -3.7% | -11.4% | +7.7% | -5.6% |
| 3M | -10.8% | +0.6% | -11.4% | -10.6% |
| 6M | -3.1% | +0.2% | -3.3% | -1.1% |
| YTD | -28.7% | +69.7% | -98.3% | -22.9% |
| 1Y | +12.5% | +71.6% | -59.1% | +24.0% |
| All | +12.5% | +70.4% | -57.9% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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