-90.2%
RIVN vs SO
+76.6%
-166.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.5% | -4.0% | -5.3% |
| 7D | -3.7% | -0.9% | -2.8% | -3.6% |
| 30D | -4.3% | +4.9% | -9.2% | -4.8% |
| 3M | -19.6% | +0.8% | -20.4% | -19.7% |
| 6M | -8.2% | +0.6% | -8.8% | -8.8% |
| YTD | -35.1% | +8.7% | -43.7% | -36.5% |
| 1Y | -26.9% | +4.0% | -30.9% | -27.9% |
| 3Y | -16.9% | +50.6% | -67.5% | -29.3% |
| 5Y | -90.2% | +77.5% | -167.6% | -92.8% |
| All | -90.2% | +76.6% | -166.8% | -92.8% |
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