+21.1%
STM vs RIVN
-30.9%
+52.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.7% | -3.2% | -1.0% |
| 7D | +5.2% | +4.1% | +1.1% | +4.4% |
| 30D | -7.4% | +1.1% | -8.4% | -7.7% |
| 3M | -30.6% | -4.0% | -26.7% | -30.4% |
| 6M | +66.4% | +5.2% | +61.2% | +64.0% |
| YTD | +101.1% | -18.0% | +119.1% | +105.1% |
| 1Y | +97.4% | +15.6% | +81.8% | +87.1% |
| 3Y | +21.1% | -30.0% | +51.1% | +16.2% |
| All | +21.1% | -30.9% | +52.0% | +16.2% |
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