+531.5%
RKLB vs KORU
-38.3%
+569.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.4% | +1.5% | -2.5% |
| 7D | +15.9% | +11.1% | +4.8% | +12.2% |
| 30D | +4.0% | -40.6% | +44.6% | +16.4% |
| 3M | -23.2% | -63.9% | +40.7% | -5.4% |
| 6M | -50.4% | -82.8% | +32.4% | -38.5% |
| YTD | -11.8% | -15.4% | +3.6% | -40.9% |
| 1Y | +36.0% | -3.3% | +39.2% | -13.2% |
| 3Y | +1,321.0% | +136.2% | +1,184.9% | +490.6% |
| 5Y | +328.2% | -36.7% | +364.9% | +126.1% |
| All | +531.5% | -38.3% | +569.8% | +241.9% |
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