+348.4%
RKLB vs ISRG
+23.7%
+324.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -1.8% |
| 7D | +39.3% | -6.1% | +45.4% | +44.5% |
| 30D | -0.2% | +4.2% | -4.5% | -4.1% |
| 3M | -21.1% | +9.6% | -30.7% | -27.2% |
| 6M | -45.5% | +1.9% | -47.4% | -48.4% |
| YTD | -8.2% | -22.3% | +14.2% | +5.6% |
| 1Y | +28.2% | -23.2% | +51.4% | +48.5% |
| 3Y | +1,366.1% | +58.5% | +1,307.6% | +863.2% |
| All | +348.4% | +23.7% | +324.6% | +213.6% |
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