+17,983.8%
ISRG vs ALK
+547.6%
+17,436.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.4% | -1.2% |
| 7D | -1.6% | -0.7% | -0.9% | -1.4% |
| 30D | -2.3% | -19.2% | +17.0% | +3.0% |
| 3M | -12.4% | -1.5% | -10.9% | -12.6% |
| 6M | -26.8% | -13.1% | -13.8% | -25.4% |
| YTD | -35.3% | -16.4% | -18.8% | -33.7% |
| 1Y | -19.3% | -33.1% | +13.7% | -13.1% |
| 3Y | +18.1% | +0.6% | +17.5% | +10.2% |
| 5Y | +2.6% | -26.4% | +29.0% | +2.1% |
| 10Y | +379.4% | -34.2% | +413.6% | +342.2% |
| All | +17,983.8% | +547.6% | +17,436.2% | +7,334.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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