-37.6%
SMCI vs RIVN
+8.5%
-46.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +5.8% | -11.5% | -6.9% |
| 7D | -17.3% | +20.5% | -37.8% | -20.8% |
| 30D | -31.5% | -3.7% | -27.8% | -31.0% |
| 3M | -6.6% | -10.8% | +4.2% | -4.6% |
| 6M | +6.0% | -3.1% | +9.1% | +5.9% |
| YTD | +1.1% | -28.7% | +29.8% | -1.5% |
| 1Y | -37.6% | +12.5% | -50.0% | -32.6% |
| All | -37.6% | +8.5% | -46.0% | -32.6% |
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