+559.5%
RKLB vs ISRG
+51.3%
+508.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +1.3% |
| 7D | -0.2% | -1.6% | +1.4% | +0.8% |
| 30D | -14.1% | -2.3% | -11.8% | -13.1% |
| 3M | -46.4% | -12.4% | -34.0% | -43.2% |
| 6M | -10.6% | -26.8% | +16.2% | +6.9% |
| YTD | -7.9% | -35.3% | +27.4% | +20.0% |
| 1Y | +49.5% | -19.3% | +68.8% | +62.7% |
| 3Y | +913.6% | +18.1% | +895.4% | +758.4% |
| 5Y | +375.3% | +2.6% | +372.7% | +291.5% |
| All | +559.5% | +51.3% | +508.1% | +363.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling