-31.4%
RIVN vs SMR
+71.3%
-102.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.6% | +5.8% | +1.2% |
| 7D | +0.9% | +4.7% | -3.8% | 0.0% |
| 30D | -1.9% | +3.2% | -5.1% | -2.6% |
| 3M | +8.7% | +9.9% | -1.2% | +6.5% |
| 6M | -3.0% | -15.1% | +12.2% | -2.2% |
| YTD | -18.6% | -27.9% | +9.4% | -16.9% |
| 1Y | +15.4% | -70.2% | +85.6% | +29.7% |
| All | -31.4% | +71.3% | -102.7% | -61.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling