+916.8%
RKLB vs AFRM
+235.6%
+681.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +1.7% |
| 7D | -0.2% | -7.0% | +6.8% | +2.5% |
| 30D | -14.1% | -7.8% | -6.3% | -12.0% |
| 3M | -46.4% | +5.3% | -51.7% | -47.9% |
| 6M | -10.6% | +42.6% | -53.3% | -23.4% |
| YTD | -7.9% | -2.8% | -5.1% | -9.3% |
| 1Y | +49.5% | -19.3% | +68.8% | +56.1% |
| All | +916.8% | +235.6% | +681.2% | +491.2% |
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 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