-7.4%
RKLB vs ISRG
-11.6%
+4.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +9.4% | -13.2% | -5.0% |
| 7D | -10.6% | +8.5% | -19.2% | -11.5% |
| 30D | -28.3% | +18.6% | -46.9% | -30.2% |
| 3M | -29.7% | +30.9% | -60.6% | -33.1% |
| 6M | -34.8% | +6.6% | -41.4% | -33.8% |
| YTD | -24.9% | -14.9% | -10.1% | -10.9% |
| 1Y | -7.4% | -10.5% | +3.1% | +3.8% |
| All | -7.4% | -11.6% | +4.1% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 1y: compounded portfolio wealth divided by compounded ISRG 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…
1y analysis · Full analysis span regression · 6 months rolling