+5.8%
RIVN vs AHR
+360.2%
-354.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.3% | +0.1% |
| 7D | +0.9% | -3.0% | +3.9% | +1.8% |
| 30D | -1.9% | +2.6% | -4.5% | -2.7% |
| 3M | +8.7% | +16.0% | -7.3% | +2.3% |
| 6M | -3.0% | +3.1% | -6.0% | -4.5% |
| YTD | -18.6% | +16.0% | -34.6% | -24.4% |
| 1Y | +15.4% | +28.0% | -12.6% | +2.5% |
| All | +5.8% | +360.2% | -354.4% | -36.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling