+21.7%
ISRG vs KVUE
-20.4%
+42.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | +0.7% | -5.1% | +5.8% | +1.6% |
| 30D | -8.0% | -6.3% | -1.7% | -6.9% |
| 3M | -10.6% | -0.5% | -10.1% | -10.4% |
| 6M | -25.1% | +3.1% | -28.2% | -25.4% |
| YTD | -34.8% | +6.7% | -41.5% | -35.5% |
| 1Y | -19.0% | -1.1% | -17.9% | -19.3% |
| 3Y | +22.1% | -8.7% | +30.8% | +22.0% |
| All | +21.7% | -20.4% | +42.2% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 10y: compounded portfolio wealth divided by compounded KVUE 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…
10y analysis · Full analysis span regression · 6 months rolling