+28.2%
RKLB vs AFRM
-13.2%
+41.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -1.8% |
| 7D | +39.3% | -5.5% | +44.8% | +42.7% |
| 30D | -0.2% | -15.5% | +15.2% | +7.7% |
| 3M | -21.1% | -10.3% | -10.8% | -18.4% |
| 6M | -45.5% | +0.6% | -46.1% | -47.1% |
| YTD | -8.2% | -11.5% | +3.4% | -7.6% |
| 1Y | +28.2% | -16.6% | +44.8% | +42.5% |
| All | +28.2% | -13.2% | +41.4% | +42.5% |
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 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