+12.5%
RIVN vs SPG
+34.3%
-21.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.9% | +2.9% | +5.1% |
| 7D | +20.5% | +8.2% | +12.3% | +18.6% |
| 30D | -3.7% | +13.5% | -17.2% | -6.1% |
| 3M | -10.8% | +2.2% | -13.0% | -11.2% |
| 6M | -3.1% | +15.9% | -19.0% | -9.4% |
| YTD | -28.7% | +27.6% | -56.3% | -37.1% |
| 1Y | +12.5% | +30.9% | -18.5% | -1.7% |
| All | +12.5% | +34.3% | -21.8% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 1y: compounded portfolio wealth divided by compounded SPG 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…
1y analysis · Full analysis span regression · 6 months rolling