+255.2%
RKLB vs FAST
+103.6%
+151.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.2% | +15.2% | +15.3% |
| 7D | -3.0% | +2.1% | -5.1% | -4.4% |
| 30D | -26.2% | +6.9% | -33.1% | -29.7% |
| 3M | -29.9% | +4.8% | -34.7% | -32.1% |
| 6M | -37.3% | +19.8% | -57.1% | -45.1% |
| YTD | -23.9% | +34.9% | -58.8% | -39.4% |
| 1Y | +7.0% | +32.8% | -25.8% | -13.7% |
| 3Y | +1,120.0% | +93.7% | +1,026.3% | +609.8% |
| All | +255.2% | +103.6% | +151.6% | +79.2% |
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