-84.1%
RIVN vs SPMO
+144.3%
-228.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | +2.5% | +2.7% | -0.2% | -0.7% |
| 30D | -2.3% | +1.1% | -3.4% | -4.0% |
| 3M | +1.7% | +2.0% | -0.3% | -2.6% |
| 6M | +0.9% | +26.5% | -25.7% | -26.6% |
| YTD | -18.8% | +26.5% | -45.3% | -41.0% |
| 1Y | +14.8% | +27.9% | -13.1% | -17.8% |
| 3Y | -30.7% | +160.4% | -191.1% | -84.7% |
| All | -84.1% | +144.3% | -228.4% | -95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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