+14.7%
RIVN vs AHR
+26.4%
-11.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | -0.1% |
| 7D | +1.8% | -2.1% | +3.9% | +2.0% |
| 30D | +0.6% | +1.9% | -1.3% | +0.5% |
| 3M | +3.2% | +15.7% | -12.5% | +0.3% |
| 6M | -3.7% | +2.5% | -6.2% | -1.5% |
| YTD | -18.7% | +15.0% | -33.7% | -22.6% |
| 1Y | +14.7% | +28.1% | -13.4% | +3.3% |
| All | +14.7% | +26.4% | -11.6% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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