-19.6%
STM vs RIVN
-8.6%
-10.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.5% | +5.9% | +2.7% |
| 7D | +16.3% | -3.7% | +20.0% | +18.0% |
| 30D | -6.3% | -4.3% | -2.0% | -4.4% |
| 3M | -14.1% | -19.6% | +5.5% | -5.9% |
| 6M | -19.6% | -8.2% | -11.3% | -21.6% |
| All | -19.6% | -8.6% | -10.9% | -21.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling