-84.1%
RIVN vs SPG
+60.3%
-144.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | +1.8% | -1.2% | +3.0% | +3.0% |
| 30D | +0.6% | -6.1% | +6.8% | +6.8% |
| 3M | +3.2% | -3.6% | +6.8% | +5.5% |
| 6M | -3.7% | +10.4% | -14.1% | -15.3% |
| YTD | -18.7% | +14.4% | -33.0% | -31.2% |
| 1Y | +14.7% | +16.5% | -1.8% | -5.4% |
| 3Y | -31.5% | +106.8% | -138.3% | -71.7% |
| All | -84.1% | +60.3% | -144.4% | -92.0% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling