+43.4%
SMH vs RIVN
+8.5%
+34.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.8% | -8.5% | -3.6% |
| 7D | -11.2% | +20.5% | -31.6% | -14.0% |
| 30D | -20.4% | -3.7% | -16.8% | -19.9% |
| 3M | -12.4% | -10.8% | -1.6% | -10.9% |
| 6M | -0.5% | -3.1% | +2.6% | +0.2% |
| YTD | +40.0% | -28.7% | +68.7% | +42.9% |
| 1Y | +43.4% | +12.5% | +30.9% | +39.8% |
| All | +43.4% | +8.5% | +34.9% | +39.8% |
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