-83.9%
RIVN vs SMTC
+83.6%
-167.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +10.0% | -7.2% | -0.4% |
| 7D | +4.1% | +22.9% | -18.9% | -2.8% |
| 30D | +1.1% | +16.6% | -15.6% | -5.6% |
| 3M | -4.0% | +2.4% | -6.4% | -8.4% |
| 6M | +5.2% | +98.3% | -93.1% | -22.4% |
| YTD | -18.0% | +120.7% | -138.6% | -42.5% |
| 1Y | +15.6% | +168.3% | -152.7% | -25.9% |
| 3Y | -30.0% | +571.7% | -601.7% | -78.1% |
| All | -83.9% | +83.6% | -167.6% | -83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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