-1.1%
AAL vs ISRG
-23.4%
+22.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.1% | -3.5% | -4.5% |
| 7D | +2.9% | -6.1% | +9.0% | +6.1% |
| 30D | +6.5% | +4.2% | +2.3% | +4.4% |
| 3M | -10.9% | +9.6% | -20.5% | -14.8% |
| 6M | +4.9% | +1.9% | +3.0% | +3.2% |
| YTD | -13.2% | -22.3% | +9.2% | +0.4% |
| 1Y | -1.1% | -23.2% | +22.0% | +15.7% |
| All | -1.1% | -23.4% | +22.3% | +15.7% |
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