+352.5%
AAOI vs ISRG
-16.8%
+369.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.8% | +6.0% | +4.7% |
| 7D | -0.7% | -1.6% | +0.9% | -1.4% |
| 30D | -17.9% | -2.3% | -15.6% | -18.6% |
| 3M | -48.0% | -12.4% | -35.5% | -50.1% |
| 6M | +5.8% | -26.8% | +32.7% | -0.2% |
| YTD | +202.7% | -35.3% | +238.0% | +178.1% |
| 1Y | +352.5% | -19.3% | +371.9% | +358.7% |
| All | +352.5% | -16.8% | +369.3% | +358.7% |
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