+12.5%
RIVN vs SMR
-87.0%
+99.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -4.5% | +10.3% | +6.8% |
| 7D | +20.5% | -9.5% | +30.0% | +22.8% |
| 30D | -3.7% | -33.2% | +29.5% | +5.3% |
| 3M | -10.8% | -45.9% | +35.2% | +1.3% |
| 6M | -3.1% | -57.9% | +54.8% | +14.1% |
| YTD | -28.7% | -63.8% | +35.1% | -16.0% |
| 1Y | +12.5% | -85.6% | +98.1% | +66.2% |
| All | +12.5% | -87.0% | +99.5% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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