-30.0%
RIVN vs AFRM
+221.8%
-251.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.8% |
| 7D | +4.1% | +3.1% | +1.0% | +3.2% |
| 30D | +1.1% | -4.2% | +5.3% | +2.1% |
| 3M | -4.0% | +10.1% | -14.1% | -6.5% |
| 6M | +5.2% | +39.4% | -34.2% | -4.4% |
| YTD | -18.0% | -3.2% | -14.8% | -18.7% |
| 1Y | +15.6% | -16.1% | +31.7% | +17.2% |
| 3Y | -30.0% | +220.8% | -250.8% | -56.9% |
| All | -30.0% | +221.8% | -251.8% | -56.9% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling