+364.9%
RKLB vs COR
+197.2%
+167.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +5.5% |
| 7D | +26.3% | -1.2% | +27.5% | +26.3% |
| 30D | +0.7% | +7.6% | -7.0% | +0.6% |
| 3M | -17.3% | +5.0% | -22.3% | -17.3% |
| 6M | -43.6% | +35.3% | -78.9% | -45.1% |
| YTD | -5.2% | +4.2% | -9.4% | -4.5% |
| 1Y | +29.1% | -3.4% | +32.5% | +31.2% |
| 3Y | +1,413.7% | +81.1% | +1,332.6% | +1,204.2% |
| 5Y | +364.9% | +195.8% | +169.0% | +312.7% |
| All | +364.9% | +197.2% | +167.6% | +312.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling