+546.0%
RKLB vs SONY
+34.9%
+511.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.5% |
| 7D | -2.0% | -2.7% | +0.6% | -0.4% |
| 30D | -22.4% | +1.5% | -24.0% | -23.7% |
| 3M | -45.2% | +13.0% | -58.2% | -50.5% |
| 6M | -12.5% | +11.2% | -23.7% | -19.9% |
| YTD | -9.8% | -6.6% | -3.1% | -7.4% |
| 1Y | +30.0% | -18.1% | +48.1% | +44.8% |
| 3Y | +942.2% | +42.1% | +900.1% | +642.2% |
| 5Y | +236.8% | +11.0% | +225.8% | +183.9% |
| All | +546.0% | +34.9% | +511.1% | +438.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 10y: compounded portfolio wealth divided by compounded SONY 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…
10y analysis · Full analysis span regression · 6 months rolling