+44.6%
SMCI vs RIVN
-31.8%
+76.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +1.3% | +1.8% | -0.6% | +0.9% |
| 30D | +6.6% | +0.6% | +6.0% | +6.4% |
| 3M | +25.4% | +3.2% | +22.3% | +22.3% |
| 6M | +26.1% | -3.7% | +29.9% | +26.4% |
| YTD | +37.0% | -18.7% | +55.7% | +40.3% |
| 1Y | -8.8% | +14.7% | -23.5% | -13.9% |
| 3Y | +44.6% | -31.5% | +76.1% | +39.5% |
| All | +44.6% | -31.8% | +76.4% | +39.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling