+26.2%
KLAC vs ISRG
-11.6%
+37.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +9.4% | -13.5% | -4.1% |
| 7D | -5.7% | +8.5% | -14.2% | -5.6% |
| 30D | -27.6% | +18.6% | -46.2% | -27.8% |
| 3M | -23.3% | +30.9% | -54.2% | -23.9% |
| 6M | -12.4% | +6.6% | -18.9% | -6.7% |
| YTD | +23.7% | -14.9% | +38.6% | +52.7% |
| 1Y | +26.2% | -10.5% | +36.7% | +47.6% |
| All | +26.2% | -11.6% | +37.7% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 ISRG 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