+559.5%
RKLB vs FAST
+138.3%
+421.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -48.7% |
| 6M | -10.6% | +8.0% | -18.6% | -15.9% |
| YTD | -7.9% | +25.6% | -33.5% | -22.6% |
| 1Y | +49.5% | +0.8% | +48.7% | +46.0% |
| 3Y | +913.6% | +86.1% | +827.5% | +512.8% |
| 5Y | +375.3% | +100.2% | +275.1% | +163.2% |
| All | +559.5% | +138.3% | +421.2% | +183.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling