-84.1%
RIVN vs SM
+14.6%
-98.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.2% |
| 7D | +2.5% | -0.2% | +2.8% | +2.6% |
| 30D | -2.3% | +20.3% | -22.6% | -6.6% |
| 3M | +1.7% | +22.9% | -21.2% | -4.6% |
| 6M | +0.9% | +47.8% | -47.0% | -11.6% |
| YTD | -18.8% | +107.5% | -126.3% | -36.0% |
| 1Y | +14.8% | +51.7% | -36.9% | -1.2% |
| 3Y | -30.7% | -0.9% | -29.9% | -36.0% |
| All | -84.1% | +14.6% | -98.7% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling