+576.0%
RKLB vs AFL
+189.4%
+386.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.3% | +3.4% |
| 7D | +5.3% | -0.7% | +6.1% | +5.7% |
| 30D | -20.5% | -7.1% | -13.4% | -17.6% |
| 3M | -42.0% | +0.4% | -42.5% | -42.9% |
| 6M | -6.0% | +4.5% | -10.6% | -9.9% |
| YTD | -5.6% | +6.1% | -11.6% | -11.1% |
| 1Y | +38.0% | +10.6% | +27.4% | +25.7% |
| 3Y | +962.4% | +64.0% | +898.4% | +661.5% |
| 5Y | +336.5% | +133.7% | +202.8% | +163.4% |
| All | +576.0% | +189.4% | +386.6% | +279.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling