-83.9%
RIVN vs SPG
+64.0%
-148.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.2% | +1.6% | +1.6% |
| 7D | +4.1% | 0.0% | +4.1% | +4.1% |
| 30D | +1.1% | -4.9% | +6.0% | +6.0% |
| 3M | -4.0% | +3.3% | -7.3% | -8.6% |
| 6M | +5.2% | +11.2% | -6.0% | -8.0% |
| YTD | -18.0% | +17.1% | -35.0% | -32.2% |
| 1Y | +15.6% | +21.6% | -6.0% | -8.8% |
| 3Y | -30.0% | +111.9% | -141.9% | -71.7% |
| All | -83.9% | +64.0% | -148.0% | -92.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling