-83.9%
RIVN vs SM
+13.9%
-97.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.6% | -0.9% | +1.9% |
| 7D | +4.1% | -0.2% | +4.2% | +4.1% |
| 30D | +1.1% | +31.5% | -30.5% | -5.4% |
| 3M | -4.0% | +17.3% | -21.3% | -8.8% |
| 6M | +5.2% | +48.5% | -43.3% | -7.9% |
| YTD | -18.0% | +106.3% | -124.2% | -35.2% |
| 1Y | +15.6% | +47.3% | -31.7% | +0.3% |
| 3Y | -30.0% | -1.4% | -28.6% | -35.2% |
| All | -83.9% | +13.9% | -97.9% | -86.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling