+17,168.2%
ISRG vs OKE
+5,262.3%
+11,905.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.2% | -6.7% | -5.2% |
| 7D | -5.2% | +1.9% | -7.1% | -5.8% |
| 30D | -7.6% | +12.8% | -20.4% | -11.3% |
| 3M | -16.4% | +11.9% | -28.3% | -19.8% |
| 6M | -28.6% | +14.9% | -43.4% | -32.5% |
| YTD | -38.2% | +37.7% | -75.9% | -45.4% |
| 1Y | -25.5% | +44.1% | -69.6% | -35.3% |
| 3Y | +17.4% | +75.3% | -57.8% | -5.6% |
| 5Y | -3.0% | +144.0% | -147.0% | -30.9% |
| 10Y | +356.0% | +249.7% | +106.2% | +146.7% |
| All | +17,168.2% | +5,262.3% | +11,905.8% | +2,945.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded OKE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling