+95.3%
RKT vs FAST
+91.8%
+3.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | +17.7% | +2.1% | +15.6% | +16.6% |
| 30D | +31.6% | +6.9% | +24.8% | +27.0% |
| 3M | +13.9% | +4.8% | +9.1% | +10.9% |
| 6M | +2.8% | +19.8% | -17.0% | -6.6% |
| YTD | -22.2% | +34.9% | -57.1% | -33.6% |
| 1Y | -3.5% | +32.8% | -36.3% | -17.1% |
| 3Y | +95.3% | +93.7% | +1.5% | +2.9% |
| All | +95.3% | +91.8% | +3.5% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling