-74.1%
RIVN vs SMR
+1.6%
-75.7%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.6% | +5.8% | +1.3% |
| 7D | +0.9% | +4.7% | -3.8% | -0.1% |
| 30D | -1.9% | +3.2% | -5.1% | -2.7% |
| 3M | +8.7% | +9.9% | -1.2% | +6.2% |
| 6M | -3.0% | -15.1% | +12.2% | -2.2% |
| YTD | -18.6% | -27.9% | +9.4% | -16.8% |
| 1Y | +15.4% | -70.2% | +85.6% | +31.6% |
| 3Y | -30.5% | +72.5% | -103.0% | -59.8% |
| All | -74.1% | +1.6% | -75.7% | -82.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling