-4.5%
STM vs RIVN
-88.2%
+83.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +3.7% |
| 7D | +1.4% | -3.7% | +5.1% | +2.4% |
| 30D | -8.4% | 0.0% | -8.4% | -8.5% |
| 3M | -15.8% | -17.2% | +1.4% | -12.6% |
| 6M | -22.8% | -3.8% | -19.0% | -22.6% |
| YTD | +79.4% | -31.3% | +110.7% | +90.1% |
| 1Y | +97.0% | -24.9% | +121.8% | +103.3% |
| 3Y | +14.2% | -12.1% | +26.3% | +4.8% |
| 5Y | -4.5% | -89.0% | +84.5% | +12.2% |
| All | -4.5% | -88.2% | +83.7% | +12.2% |
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 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