-21.9%
ISRG vs KMB
+12.2%
-34.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.2% | -1.9% |
| 7D | +2.1% | +6.0% | -3.9% | +0.1% |
| 30D | +6.2% | +13.5% | -7.3% | +2.2% |
| 3M | +14.4% | +3.8% | +10.6% | +12.7% |
| 6M | 0.0% | +15.6% | -15.6% | -2.9% |
| YTD | -20.5% | +14.0% | -34.6% | -22.5% |
| 1Y | -21.9% | +12.9% | -34.8% | -24.1% |
| All | -21.9% | +12.2% | -34.1% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 1y: compounded portfolio wealth divided by compounded KMB 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…
1y analysis · Full analysis span regression · 6 months rolling