+557.5%
RKLB vs COR
+288.9%
+268.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | +39.3% | +2.9% | +36.5% | +39.1% |
| 30D | -0.2% | +5.8% | -6.1% | -0.4% |
| 3M | -21.1% | +11.4% | -32.5% | -21.5% |
| 6M | -45.5% | +34.5% | -80.0% | -47.2% |
| YTD | -8.2% | +4.1% | -12.2% | -7.9% |
| 1Y | +28.2% | -3.1% | +31.3% | +29.7% |
| 3Y | +1,366.1% | +80.9% | +1,285.3% | +1,182.6% |
| 5Y | +345.9% | +195.1% | +150.7% | +257.2% |
| All | +557.5% | +288.9% | +268.6% | +393.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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