+330.6%
RKLB vs AFRM
-56.8%
+387.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -3.6% |
| 7D | +15.9% | -4.4% | +20.3% | +17.8% |
| 30D | +4.0% | -7.7% | +11.6% | +6.7% |
| 3M | -23.2% | -16.9% | -6.3% | -18.7% |
| 6M | -50.4% | +2.5% | -52.9% | -51.5% |
| YTD | -11.8% | -12.5% | +0.7% | -9.9% |
| 1Y | +36.0% | -11.0% | +47.0% | +37.9% |
| 3Y | +1,321.0% | +184.6% | +1,136.4% | +765.2% |
| All | +330.6% | -56.8% | +387.4% | +291.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling