+14.9%
RIVN vs AFRM
-15.0%
+29.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.6% | -0.3% |
| 7D | -2.1% | -7.0% | +4.9% | -0.1% |
| 30D | +1.2% | -7.8% | +9.0% | +3.3% |
| 3M | -13.1% | +5.3% | -18.4% | -14.0% |
| 6M | +5.5% | +42.6% | -37.1% | -3.7% |
| YTD | -20.1% | -2.8% | -17.3% | -22.0% |
| 1Y | +14.9% | -19.3% | +34.2% | +8.4% |
| All | +14.9% | -15.0% | +29.9% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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