-84.1%
RIVN vs SM
+15.0%
-99.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +1.8% | +4.6% | -2.7% | +0.8% |
| 30D | +0.6% | +18.2% | -17.6% | -3.4% |
| 3M | +3.2% | +22.5% | -19.4% | -2.9% |
| 6M | -3.7% | +50.6% | -54.3% | -16.0% |
| YTD | -18.7% | +108.1% | -126.8% | -35.9% |
| 1Y | +14.7% | +46.0% | -31.3% | 0.0% |
| 3Y | -31.5% | +2.9% | -34.4% | -37.4% |
| All | -84.1% | +15.0% | -99.0% | -87.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling