+528.8%
RKLB vs AFRM
-25.4%
+554.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.9% | +2.6% | +4.6% |
| 7D | +26.3% | -10.3% | +36.6% | +30.6% |
| 30D | +0.7% | -13.7% | +14.4% | +5.0% |
| 3M | -17.3% | -11.6% | -5.8% | -15.1% |
| 6M | -43.6% | +2.1% | -45.7% | -44.5% |
| YTD | -5.2% | -8.9% | +3.7% | -4.5% |
| 1Y | +29.1% | -9.7% | +38.8% | +30.4% |
| 3Y | +1,413.7% | +202.5% | +1,211.3% | +928.0% |
| 5Y | +364.9% | -55.3% | +420.2% | +222.2% |
| All | +528.8% | -25.4% | +554.2% | +333.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling