+231.5%
RKLB vs KORU
+43.7%
+187.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -12.5% | +10.8% | +1.8% |
| 7D | -2.9% | +2.3% | -5.2% | -4.0% |
| 30D | -22.6% | +20.0% | -42.6% | -28.4% |
| 3M | -41.0% | -32.7% | -8.3% | -43.0% |
| 6M | -10.1% | +13.3% | -23.4% | -37.5% |
| YTD | -11.2% | +133.2% | -144.4% | -55.1% |
| 1Y | +34.2% | +357.3% | -323.1% | -47.6% |
| 3Y | +899.4% | +452.7% | +446.7% | +209.7% |
| 5Y | +231.5% | +47.2% | +184.3% | +37.3% |
| All | +231.5% | +43.7% | +187.8% | +37.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling