+95.4%
STM vs RIVN
-27.1%
+122.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.5% | +5.9% | +1.8% |
| 7D | +16.3% | -3.7% | +20.0% | +17.4% |
| 30D | -6.3% | -4.3% | -2.0% | -5.2% |
| 3M | -14.1% | -19.6% | +5.5% | -9.5% |
| 6M | -19.6% | -8.2% | -11.3% | -16.3% |
| YTD | +80.1% | -35.1% | +115.2% | +92.3% |
| 1Y | +95.4% | -26.9% | +122.3% | +107.1% |
| All | +95.4% | -27.1% | +122.4% | +107.1% |
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