+1,120.0%
RKLB vs AFRM
+203.8%
+916.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.2% | +17.6% | +16.3% |
| 7D | -3.0% | -7.3% | +4.3% | -0.2% |
| 30D | -26.2% | -9.6% | -16.6% | -23.5% |
| 3M | -29.9% | -11.1% | -18.8% | -27.6% |
| 6M | -37.3% | +3.9% | -41.2% | -39.5% |
| YTD | -23.9% | -8.5% | -15.4% | -23.9% |
| 1Y | +7.0% | +3.3% | +3.7% | +2.1% |
| 3Y | +1,120.0% | +213.7% | +906.3% | +809.8% |
| All | +1,120.0% | +203.8% | +916.2% | +809.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling