+543.6%
RKLB vs FAST
+164.8%
+378.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.5% | +6.0% | +6.2% |
| 7D | +15.2% | +4.8% | +10.4% | +11.9% |
| 30D | -8.1% | +8.6% | -16.7% | -13.0% |
| 3M | -21.7% | +5.7% | -27.3% | -24.5% |
| 6M | -40.5% | +25.5% | -66.0% | -49.3% |
| YTD | -10.1% | +39.6% | -49.7% | -29.6% |
| 1Y | +20.8% | +35.5% | -14.7% | -3.2% |
| 3Y | +1,335.0% | +96.2% | +1,238.8% | +748.2% |
| 5Y | +329.8% | +110.2% | +219.6% | +128.4% |
| All | +543.6% | +164.8% | +378.8% | +157.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FAST.
Daily Out/Under-Performance
Portfolio return minus FAST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FAST 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 10y: compounded portfolio wealth divided by compounded FAST 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…
10y analysis · Full analysis span regression · 6 months rolling