+944.2%
RKLB vs KORU
+507.1%
+437.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.5% | -5.8% | -4.6% |
| 7D | 0.0% | +20.1% | -20.1% | -4.6% |
| 30D | -21.2% | +47.5% | -68.7% | -29.9% |
| 3M | -41.7% | -30.1% | -11.7% | -43.6% |
| 6M | -11.8% | +20.1% | -31.9% | -35.4% |
| YTD | -9.6% | +166.6% | -176.2% | -50.4% |
| 1Y | +34.1% | +458.9% | -424.8% | -41.3% |
| All | +944.2% | +507.1% | +437.1% | +303.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling