+345.9%
RKLB vs FAST
+110.3%
+235.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.3% | -3.2% |
| 7D | +39.3% | +5.0% | +34.3% | +35.1% |
| 30D | -0.2% | +8.6% | -8.8% | -5.6% |
| 3M | -21.1% | +6.9% | -28.0% | -24.6% |
| 6M | -45.5% | +29.6% | -75.1% | -54.6% |
| YTD | -8.2% | +41.4% | -49.6% | -29.1% |
| 1Y | +28.2% | +38.5% | -10.3% | +0.7% |
| 3Y | +1,366.1% | +98.7% | +1,267.4% | +741.7% |
| 5Y | +345.9% | +108.0% | +237.8% | +113.3% |
| All | +345.9% | +110.3% | +235.5% | +113.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling