+8.5%
STM vs RIVN
-85.0%
+93.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.6% |
| 7D | +1.7% | +2.5% | -0.9% | +1.1% |
| 30D | -5.2% | -2.3% | -2.8% | -4.8% |
| 3M | -29.6% | +1.7% | -31.4% | -30.2% |
| 6M | +54.4% | +0.9% | +53.5% | +52.8% |
| YTD | +99.5% | -18.8% | +118.3% | +104.4% |
| 1Y | +100.8% | +14.8% | +85.9% | +88.1% |
| 3Y | +20.2% | -30.7% | +50.9% | +15.4% |
| All | +8.5% | -85.0% | +93.5% | +21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling