+22,229.9%
ISRG vs KMB
+371.2%
+21,858.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.8% | -1.5% | -2.6% |
| 7D | +4.8% | +0.5% | +4.4% | +4.7% |
| 30D | +9.2% | +12.4% | -3.2% | +4.1% |
| 3M | +21.2% | +1.0% | +20.2% | +20.5% |
| 6M | +0.2% | +12.1% | -11.9% | -4.7% |
| YTD | -20.1% | +11.6% | -31.7% | -24.2% |
| 1Y | -17.3% | +13.1% | -30.4% | -22.2% |
| 3Y | +63.3% | +1.6% | +61.7% | +56.1% |
| 5Y | +24.1% | -0.3% | +24.4% | +17.7% |
| 10Y | +507.0% | +37.9% | +469.0% | +375.3% |
| All | +22,229.9% | +371.2% | +21,858.7% | +9,800.2% |
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