-7.4%
RKLB vs AFRM
+8.5%
-16.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.0% | -8.8% | -6.1% |
| 7D | -10.6% | +3.1% | -13.7% | -12.0% |
| 30D | -28.3% | +1.1% | -29.4% | -29.0% |
| 3M | -29.7% | -3.2% | -26.4% | -29.8% |
| 6M | -34.8% | +12.7% | -47.5% | -40.5% |
| YTD | -24.9% | +1.6% | -26.5% | -29.8% |
| 1Y | -7.4% | +5.9% | -13.3% | -15.2% |
| All | -7.4% | +8.5% | -16.0% | -15.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling