-84.1%
RIVN vs SO
+68.1%
-152.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | +2.5% | 0.0% | +2.5% | +2.5% |
| 30D | -2.3% | -2.5% | +0.1% | -2.1% |
| 3M | +1.7% | -4.2% | +5.9% | +1.8% |
| 6M | +0.9% | -7.7% | +8.5% | +1.5% |
| YTD | -18.8% | +3.8% | -22.6% | -20.1% |
| 1Y | +14.8% | +0.1% | +14.8% | +13.6% |
| 3Y | -30.7% | +44.2% | -74.9% | -39.8% |
| All | -84.1% | +68.1% | -152.2% | -86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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