+255.2%
RKLB vs AFRM
-58.9%
+314.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.2% | +17.6% | +16.2% |
| 7D | -3.0% | -7.3% | +4.3% | -0.4% |
| 30D | -26.2% | -9.6% | -16.6% | -23.7% |
| 3M | -29.9% | -11.1% | -18.8% | -27.8% |
| 6M | -37.3% | +3.9% | -41.2% | -39.3% |
| YTD | -23.9% | -8.5% | -15.4% | -23.6% |
| 1Y | +7.0% | +3.3% | +3.7% | +2.8% |
| 3Y | +1,120.0% | +213.7% | +906.3% | +618.6% |
| All | +255.2% | -58.9% | +314.1% | +182.3% |
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