-84.1%
RIVN vs SPG
+60.0%
-144.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | +1.3% |
| 7D | +2.5% | -1.7% | +4.2% | +4.2% |
| 30D | -2.3% | -6.3% | +3.9% | +3.8% |
| 3M | +1.7% | -2.4% | +4.2% | +2.7% |
| 6M | +0.9% | +9.6% | -8.8% | -10.6% |
| YTD | -18.8% | +14.2% | -33.0% | -31.3% |
| 1Y | +14.8% | +19.3% | -4.5% | -7.8% |
| 3Y | -30.7% | +106.7% | -137.4% | -71.3% |
| All | -84.1% | +60.0% | -144.2% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling