+576.0%
RKLB vs SONY
+32.8%
+543.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.2% | +6.7% | +5.3% |
| 7D | +5.3% | -5.2% | +10.5% | +8.9% |
| 30D | -20.5% | +0.3% | -20.8% | -21.2% |
| 3M | -42.0% | +6.2% | -48.3% | -45.3% |
| 6M | -6.0% | +9.5% | -15.6% | -13.2% |
| YTD | -5.6% | -8.1% | +2.5% | -2.1% |
| 1Y | +38.0% | -17.9% | +55.9% | +53.4% |
| 3Y | +962.4% | +41.5% | +920.9% | +656.5% |
| 5Y | +336.5% | +11.8% | +324.7% | +267.4% |
| All | +576.0% | +32.8% | +543.2% | +469.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling