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SERV vs. RR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SERV vs. RR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Serve Robotics Inc (SERV) and Richtech Robotics Inc. Class B Common Stock (RR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with SERV having a -38.25% return and RR slightly higher at -37.46%.


SERV

1D
-5.74%
1M
-26.32%
YTD
-38.25%
6M
-40.98%
1Y
-37.52%
3Y*
5Y*
10Y*

RR

1D
-6.05%
1M
-24.63%
YTD
-37.46%
6M
-40.06%
1Y
13.48%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SERV vs. RR - Yearly Performance Comparison


2026 (YTD)20252024
SERV
Serve Robotics Inc
-38.25%-23.11%-10.00%
RR
Richtech Robotics Inc. Class B Common Stock
-37.46%19.63%71.97%

Correlation

The correlation between SERV and RR is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.68

Correlation (All Time)
Calculated using the full available price history since Mar 7, 2024

0.44

Over the past year, SERV and RR have become more correlated (0.68) than their long-term average of 0.44, meaning their price movements have been converging.

Fundamentals

Market Cap

SERV:

$482.69M

RR:

$393.07M

EPS

SERV:

-$2.07

RR:

-$0.11

PS Ratio

SERV:

81.79

RR:

59.29

PB Ratio

SERV:

1.52

RR:

1.46

Total Revenue (TTM)

SERV:

$5.19M

RR:

$5.05M

Gross Profit (TTM)

SERV:

-$22.91M

RR:

$3.29M

EBITDA (TTM)

SERV:

-$138.16M

RR:

-$12.64M

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Return for Risk

SERV vs. RR — Risk / Return Rank

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

SERV
SERV Risk / Return Rank: 2424
Overall Rank
SERV Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
SERV Sortino Ratio Rank: 2828
Sortino Ratio Rank
SERV Omega Ratio Rank: 2929
Omega Ratio Rank
SERV Calmar Ratio Rank: 2121
Calmar Ratio Rank
SERV Martin Ratio Rank: 2020
Martin Ratio Rank

RR
RR Risk / Return Rank: 5151
Overall Rank
RR Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
RR Sortino Ratio Rank: 6060
Sortino Ratio Rank
RR Omega Ratio Rank: 5555
Omega Ratio Rank
RR Calmar Ratio Rank: 4747
Calmar Ratio Rank
RR Martin Ratio Rank: 4646
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.

SERV vs. RR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Serve Robotics Inc (SERV) and Richtech Robotics Inc. Class B Common Stock (RR). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SERVRRDifference
Sharpe ratioReturn per unit of total volatility

-0.54

Sortino ratioReturn per unit of downside risk

-1.33

Omega ratioGain probability vs. loss probability

0.98

1.12

-0.14

Calmar ratioReturn relative to maximum drawdown

-0.59

0.18

-0.78

Martin ratioReturn relative to average drawdown

-1.03

0.29

-1.32

SERV vs. RR - Sharpe Ratio Comparison

The current SERV Sharpe Ratio is -0.42, which is lower than the RR Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of SERV and RR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SERV vs. RR - Drawdown Comparison

The maximum SERV drawdown since its inception was -92.72%, roughly equal to the maximum RR drawdown of -96.67%. Use the drawdown chart below to compare losses from any high point for SERV and RR.


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Drawdown Indicators


SERVRRDifference

Max Drawdown

Largest peak-to-trough decline

-92.72%

-96.67%

+3.95%

Max Drawdown (1Y)

Largest decline over 1 year

-63.74%

-73.37%

+9.63%

Current Drawdown

Current decline from peak

-74.36%

-81.80%

+7.44%

Average Drawdown

Average peak-to-trough decline

-61.83%

-74.80%

+12.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

36.50%

47.06%

-10.56%

Volatility

SERV vs. RR - Volatility Comparison

The current volatility for Serve Robotics Inc (SERV) is 23.78%, while Richtech Robotics Inc. Class B Common Stock (RR) has a volatility of 28.75%. This indicates that SERV experiences smaller price fluctuations and is considered to be less risky than RR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SERVRRDifference

Volatility (1M)

Calculated over the trailing 1-month period

23.78%

28.75%

-4.97%

Volatility (6M)

Calculated over the trailing 6-month period

56.54%

77.62%

-21.08%

Volatility (1Y)

Calculated over the trailing 1-year period

88.93%

118.67%

-29.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

193.26%

163.11%

+30.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

193.26%

163.11%

+30.15%

Dividends

SERV vs. RR - Dividend Comparison

Neither SERV nor RR has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

SERV vs. RR - Financials Comparison

This section allows you to compare key financial metrics between Serve Robotics Inc and Richtech Robotics Inc. Class B Common Stock. 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


0.001.00M2.00M3.00M4.00M5.00M2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
2.98M
1.44M
(SERV) Total Revenue
(RR) Total Revenue
Values in USD except per share items

Frequently Asked Questions


SERV and RR have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RR has higher volatility (28.75%) compared to SERV (23.78%). In terms of maximum drawdown, SERV dropped -92.72% vs RR's -96.67%.

RR currently has the higher Sharpe Ratio (0.11 vs -0.42), 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 SERV and RR

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

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