PortfoliosLab logoPortfoliosLab logo
RXST vs. UPST
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RXST vs. UPST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RxSight, Inc. (RXST) and Upstart Holdings, Inc. (UPST). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, RXST achieves a -54.03% return, which is significantly lower than UPST's -30.73% return.


RXST

1D
-3.04%
1M
-35.09%
YTD
-54.03%
6M
-59.61%
1Y
-69.70%
3Y*
-43.12%
5Y*
10Y*

UPST

1D
-6.48%
1M
-5.58%
YTD
-30.73%
6M
-33.13%
1Y
-40.58%
3Y*
0.81%
5Y*
-28.67%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RXST vs. UPST - Yearly Performance Comparison


2026 (YTD)20252024202320222021
RXST
RxSight, Inc.
-54.03%-69.69%-14.73%218.23%12.62%-29.69%
UPST
Upstart Holdings, Inc.
-30.73%-28.98%50.69%209.08%-91.26%25.29%

Correlation

The correlation between RXST and UPST is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.33

Correlation (3Y)
Calculated over the trailing 3-year period

0.33

Correlation (All Time)
Calculated using the full available price history since Aug 2, 2021

0.28

Fundamentals

Market Cap

RXST:

$197.86M

UPST:

$2.94B

EPS

RXST:

-$1.14

UPST:

$0.47

PS Ratio

RXST:

1.54

UPST:

2.74

PB Ratio

RXST:

0.74

UPST:

4.00

Total Revenue (TTM)

RXST:

$127.48M

UPST:

$1.16B

Gross Profit (TTM)

RXST:

$98.18M

UPST:

$810.61M

EBITDA (TTM)

RXST:

-$50.09M

UPST:

$67.66M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

RXST vs. UPST — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RXST
RXST Risk / Return Rank: 44
Overall Rank
RXST Sharpe Ratio Rank: 66
Sharpe Ratio Rank
RXST Sortino Ratio Rank: 55
Sortino Ratio Rank
RXST Omega Ratio Rank: 55
Omega Ratio Rank
RXST Calmar Ratio Rank: 00
Calmar Ratio Rank
RXST Martin Ratio Rank: 55
Martin Ratio Rank

UPST
UPST Risk / Return Rank: 2020
Overall Rank
UPST Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
UPST Sortino Ratio Rank: 1919
Sortino Ratio Rank
UPST Omega Ratio Rank: 1919
Omega Ratio Rank
UPST Calmar Ratio Rank: 2020
Calmar Ratio Rank
UPST Martin Ratio Rank: 2424
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RXST vs. UPST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RxSight, Inc. (RXST) and Upstart Holdings, Inc. (UPST). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


RXSTUPSTDifference
Sharpe ratioReturn per unit of total volatility

-0.37

Sortino ratioReturn per unit of downside risk

-1.02

Omega ratioGain probability vs. loss probability

0.80

0.94

-0.14

Calmar ratioReturn relative to maximum drawdown

-1.01

-0.57

-0.43

Martin ratioReturn relative to average drawdown

-1.54

-0.87

-0.67

RXST vs. UPST - Sharpe Ratio Comparison

The current RXST Sharpe Ratio is -0.95, which is lower than the UPST Sharpe Ratio of -0.58. The chart below compares the historical Sharpe Ratios of RXST and UPST, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


RXSTUPSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.95

-0.58

-0.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.32

0.00

-0.32

Drawdowns

RXST vs. UPST - Drawdown Comparison

The maximum RXST drawdown since its inception was -92.55%, roughly equal to the maximum UPST drawdown of -96.90%. Use the drawdown chart below to compare losses from any high point for RXST and UPST.


Loading charts...

Drawdown Indicators


RXSTUPSTDifference

Max Drawdown

Largest peak-to-trough decline

-92.55%

-96.90%

+4.35%

Max Drawdown (1Y)

Largest decline over 1 year

-69.47%

-71.21%

+1.74%

Max Drawdown (3Y)

Largest decline over 3 years

-92.55%

-72.72%

-19.83%

Max Drawdown (5Y)

Largest decline over 5 years

-96.90%

Current Drawdown

Current decline from peak

-92.55%

-92.23%

-0.32%

Average Drawdown

Average peak-to-trough decline

-36.61%

-76.16%

+39.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

45.50%

46.66%

-1.16%

Volatility

RXST vs. UPST - Volatility Comparison

RxSight, Inc. (RXST) and Upstart Holdings, Inc. (UPST) have volatilities of 20.71% and 20.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


RXSTUPSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

20.71%

20.07%

+0.64%

Volatility (6M)

Calculated over the trailing 6-month period

44.13%

49.56%

-5.43%

Volatility (1Y)

Calculated over the trailing 1-year period

73.69%

70.71%

+2.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

69.12%

103.75%

-34.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

69.12%

114.03%

-44.91%

Dividends

RXST vs. UPST - Dividend Comparison

Neither RXST nor UPST has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

RXST vs. UPST - Financials Comparison

This section allows you to compare key financial metrics between RxSight, Inc. and Upstart Holdings, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00M100.00M150.00M200.00M250.00M300.00M350.00M20222023202420252026
30.89M
308.21M
(RXST) Total Revenue
(UPST) Total Revenue
Values in USD except per share items

RXST vs. UPST - Profitability Comparison

The chart below illustrates the profitability comparison between RxSight, Inc. and Upstart Holdings, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
76.1%
0
Portfolio components
RXST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, RxSight, Inc. reported a gross profit of 23.50M and revenue of 30.89M. Therefore, the gross margin over that period was 76.1%.

UPST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Upstart Holdings, Inc. reported a gross profit of 0.00 and revenue of 308.21M. Therefore, the gross margin over that period was 0.0%.

RXST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, RxSight, Inc. reported an operating income of -17.83M and revenue of 30.89M, resulting in an operating margin of -57.7%.

UPST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Upstart Holdings, Inc. reported an operating income of -7.52M and revenue of 308.21M, resulting in an operating margin of -2.4%.

RXST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, RxSight, Inc. reported a net income of -15.88M and revenue of 30.89M, resulting in a net margin of -51.4%.

UPST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Upstart Holdings, Inc. reported a net income of -6.65M and revenue of 308.21M, resulting in a net margin of -2.2%.


Frequently Asked Questions


RXST and UPST have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RXST has higher volatility (20.71%) compared to UPST (20.07%). In terms of maximum drawdown, RXST dropped -92.55% vs UPST's -96.90%.

UPST currently has the higher Sharpe Ratio (-0.58 vs -0.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for RXST and UPST

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer