+535.9%
RKLB vs ISRG
+48.8%
+487.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.0% | -3.8% | -3.1% |
| 7D | -2.9% | -2.5% | -0.4% | -1.5% |
| 30D | -22.6% | -10.2% | -12.4% | -17.4% |
| 3M | -41.0% | -12.5% | -28.5% | -37.5% |
| 6M | -10.1% | -25.8% | +15.7% | +6.0% |
| YTD | -11.2% | -36.4% | +25.2% | +16.7% |
| 1Y | +34.2% | -19.9% | +54.1% | +46.1% |
| 3Y | +899.4% | +20.9% | +878.5% | +729.7% |
| 5Y | +231.5% | +5.7% | +225.9% | +171.5% |
| All | +535.9% | +48.8% | +487.1% | +350.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling