+49.5%
RKLB vs KORU
+487.7%
-438.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +13.4% | -12.7% | -2.4% |
| 7D | -0.2% | +13.0% | -13.2% | -3.3% |
| 30D | -14.1% | +27.3% | -41.4% | -20.5% |
| 3M | -46.4% | -55.3% | +8.9% | -43.9% |
| 6M | -10.6% | +11.6% | -22.2% | -34.2% |
| YTD | -7.9% | +158.5% | -166.4% | -52.8% |
| 1Y | +49.5% | +482.2% | -432.7% | -33.7% |
| All | +49.5% | +487.7% | -438.2% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 1y: compounded portfolio wealth divided by compounded KORU 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…
1y analysis · Full analysis span regression · 6 months rolling