+559.5%
RKLB vs KORU
+88.5%
+471.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +13.4% | -12.7% | -2.9% |
| 7D | -0.2% | +13.0% | -13.2% | -3.8% |
| 30D | -14.1% | +27.3% | -41.4% | -21.6% |
| 3M | -46.4% | -55.3% | +8.9% | -43.4% |
| 6M | -10.6% | +11.6% | -22.2% | -36.2% |
| YTD | -7.9% | +158.5% | -166.4% | -52.1% |
| 1Y | +49.5% | +482.2% | -432.7% | -41.4% |
| 3Y | +913.6% | +471.9% | +441.7% | +247.3% |
| 5Y | +375.3% | +41.1% | +334.2% | +101.7% |
| All | +559.5% | +88.5% | +471.0% | +177.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling