+21,593.2%
ISRG vs KMB
+365.8%
+21,227.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.5% |
| 7D | -6.1% | -3.0% | -3.2% | -4.9% |
| 30D | +4.2% | +9.1% | -4.8% | +0.5% |
| 3M | +9.6% | -0.4% | +10.0% | +9.7% |
| 6M | +1.9% | +13.0% | -11.1% | -3.5% |
| YTD | -22.3% | +10.3% | -32.7% | -26.0% |
| 1Y | -23.2% | +8.2% | -31.4% | -26.3% |
| 3Y | +58.5% | +0.4% | +58.2% | +52.3% |
| 5Y | +23.9% | -2.7% | +26.6% | +18.9% |
| 10Y | +536.7% | +35.7% | +501.1% | +402.2% |
| All | +21,593.2% | +365.8% | +21,227.4% | +9,564.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling