+343.2%
RKLB vs FAST
+100.5%
+242.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | 0.0% | +0.2% |
| 7D | -0.2% | -0.4% | +0.2% | 0.0% |
| 30D | -14.1% | -0.8% | -13.3% | -13.6% |
| 3M | -46.4% | +5.8% | -52.2% | -48.6% |
| 6M | -10.6% | +8.0% | -18.6% | -15.8% |
| YTD | -7.9% | +25.6% | -33.5% | -22.3% |
| 1Y | +49.5% | +0.8% | +48.7% | +46.1% |
| 3Y | +913.6% | +86.1% | +827.5% | +520.9% |
| All | +343.2% | +100.5% | +242.6% | +157.7% |
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