+526.1%
RKLB vs AFRM
-20.7%
+546.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.6% |
| 7D | +5.3% | +3.1% | +2.3% | +4.3% |
| 30D | -20.5% | -4.2% | -16.3% | -19.8% |
| 3M | -42.0% | +10.1% | -52.2% | -44.0% |
| 6M | -6.0% | +39.4% | -45.5% | -15.6% |
| YTD | -5.6% | -3.2% | -2.4% | -6.1% |
| 1Y | +38.0% | -16.1% | +54.1% | +42.3% |
| 3Y | +962.4% | +220.8% | +741.6% | +601.7% |
| 5Y | +336.5% | -17.7% | +354.2% | +199.4% |
| All | +526.1% | -20.7% | +546.8% | +326.3% |
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