+231.5%
RKLB vs SONY
+8.8%
+222.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -2.0% |
| 7D | -2.9% | -5.8% | +2.9% | +0.8% |
| 30D | -22.6% | -0.4% | -22.2% | -22.8% |
| 3M | -41.0% | +13.3% | -54.3% | -46.9% |
| 6M | -10.1% | +8.5% | -18.6% | -16.5% |
| YTD | -11.2% | -8.1% | -3.1% | -7.9% |
| 1Y | +34.2% | -17.9% | +52.1% | +49.2% |
| 3Y | +899.4% | +41.4% | +857.9% | +601.1% |
| 5Y | +231.5% | +9.3% | +222.2% | +190.8% |
| All | +231.5% | +8.8% | +222.7% | +190.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling