+308.8%
RKLB vs AFL
+133.8%
+175.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.2% |
| 7D | -2.0% | -1.6% | -0.4% | -1.2% |
| 30D | -22.4% | -4.0% | -18.4% | -20.8% |
| 3M | -45.2% | -0.5% | -44.6% | -45.7% |
| 6M | -12.5% | +6.5% | -19.0% | -17.4% |
| YTD | -9.8% | +6.2% | -15.9% | -15.6% |
| 1Y | +30.0% | +8.3% | +21.7% | +18.9% |
| 3Y | +942.2% | +62.5% | +879.7% | +612.8% |
| All | +308.8% | +133.8% | +175.0% | +124.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 5y: compounded portfolio wealth divided by compounded AFL 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…
5y analysis · Full analysis span regression · 6 months rolling