+1,608.8%
BKNG vs ISRG
+17,440.2%
-15,831.4%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.9% | -4.7% | -4.0% |
| 7D | -13.1% | -5.0% | -8.1% | -12.0% |
| 30D | -18.5% | -10.2% | -8.3% | -16.4% |
| 3M | +5.8% | -17.2% | +23.0% | +10.2% |
| 6M | -2.1% | -28.4% | +26.3% | +5.2% |
| YTD | -18.6% | -37.6% | +19.0% | -9.6% |
| 1Y | -21.7% | -24.4% | +2.8% | -17.2% |
| 3Y | +40.9% | +18.4% | +22.4% | +32.9% |
| 5Y | +91.0% | -1.0% | +91.9% | +84.9% |
| 10Y | +213.2% | +370.1% | -157.0% | +118.3% |
| All | +1,608.8% | +17,440.2% | -15,831.4% | +456.7% |
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