-2.7%
SMCI vs RIVN
+9.6%
-12.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.1% | +5.6% | +4.8% |
| 7D | +6.8% | -2.1% | +8.8% | +7.2% |
| 30D | +30.6% | +1.2% | +29.4% | +30.1% |
| 3M | -15.6% | -13.1% | -2.5% | -14.0% |
| 6M | +21.3% | +5.5% | +15.8% | +20.2% |
| YTD | +35.3% | -20.1% | +55.4% | +31.1% |
| 1Y | -2.7% | +14.9% | -17.6% | +4.7% |
| All | -2.7% | +9.6% | -12.3% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN 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 RIVN 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