+34.1%
RKLB vs ISRG
-24.8%
+58.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.1% | -4.4% |
| 7D | 0.0% | -5.0% | +5.0% | +0.8% |
| 30D | -21.2% | -10.2% | -11.0% | -19.7% |
| 3M | -41.7% | -17.2% | -24.5% | -39.9% |
| 6M | -11.8% | -28.4% | +16.7% | -5.4% |
| YTD | -9.6% | -37.6% | +28.0% | -1.3% |
| 1Y | +34.1% | -24.4% | +58.6% | +55.1% |
| All | +34.1% | -24.8% | +58.9% | +55.1% |
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