+336.5%
RKLB vs ISRG
-2.6%
+339.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.5% | +7.0% | +5.5% |
| 7D | +5.3% | -5.2% | +10.5% | +8.9% |
| 30D | -20.5% | -7.6% | -12.9% | -16.7% |
| 3M | -42.0% | -16.4% | -25.7% | -36.6% |
| 6M | -6.0% | -28.6% | +22.5% | +14.7% |
| YTD | -5.6% | -38.2% | +32.6% | +28.3% |
| 1Y | +38.0% | -25.5% | +63.5% | +59.0% |
| 3Y | +962.4% | +17.4% | +945.0% | +777.3% |
| 5Y | +336.5% | -3.0% | +339.5% | +256.6% |
| All | +336.5% | -2.6% | +339.1% | +256.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling