+546.0%
RKLB vs KORU
+85.3%
+460.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +9.0% | -7.4% | -0.8% |
| 7D | -2.0% | -1.7% | -0.3% | -1.9% |
| 30D | -22.4% | +13.5% | -36.0% | -26.8% |
| 3M | -45.2% | -45.2% | 0.0% | -43.0% |
| 6M | -12.5% | +17.1% | -29.7% | -38.1% |
| YTD | -9.8% | +154.1% | -163.9% | -53.0% |
| 1Y | +30.0% | +375.7% | -345.7% | -45.8% |
| 3Y | +942.2% | +474.0% | +468.2% | +255.5% |
| 5Y | +236.8% | +60.4% | +176.4% | +40.1% |
| All | +546.0% | +85.3% | +460.8% | +171.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling