+17,983.8%
ISRG vs KGC
+1,029.1%
+16,954.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.4% | -0.7% |
| 7D | -1.6% | -1.3% | -0.3% | -1.5% |
| 30D | -2.3% | +20.3% | -22.5% | -3.6% |
| 3M | -12.4% | +8.1% | -20.5% | -13.1% |
| 6M | -26.8% | -8.8% | -18.1% | -26.7% |
| YTD | -35.3% | +10.1% | -45.3% | -36.0% |
| 1Y | -19.3% | +44.2% | -63.5% | -21.8% |
| 3Y | +18.1% | +533.0% | -514.9% | +3.5% |
| 5Y | +2.6% | +443.0% | -440.4% | -10.0% |
| 10Y | +379.4% | +678.6% | -299.1% | +303.5% |
| All | +17,983.8% | +1,029.1% | +16,954.8% | +16,185.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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