-74.1%
RIVN vs SMR
-14.3%
-59.8%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -15.7% | +15.5% | +2.6% |
| 7D | +1.8% | -11.2% | +13.1% | +3.5% |
| 30D | +0.6% | -10.2% | +10.8% | +2.0% |
| 3M | +3.2% | -10.0% | +13.2% | +4.0% |
| 6M | -3.7% | -30.5% | +26.7% | +0.2% |
| YTD | -18.7% | -39.2% | +20.6% | -14.6% |
| 1Y | +14.7% | -75.5% | +90.3% | +35.1% |
| 3Y | -31.5% | +45.4% | -77.0% | -59.2% |
| All | -74.1% | -14.3% | -59.8% | -82.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling