+1,314.2%
AAOI vs ISRG
+7.4%
+1,306.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.4% | -0.4% | +0.6% |
| 7D | -0.2% | +0.7% | -0.8% | -0.9% |
| 30D | -23.7% | -8.0% | -15.7% | -20.5% |
| 3M | -39.0% | -10.6% | -28.4% | -37.5% |
| 6M | -17.0% | -25.1% | +8.1% | -6.0% |
| YTD | +202.2% | -34.8% | +237.1% | +282.6% |
| 1Y | +292.4% | -19.0% | +311.4% | +300.2% |
| 3Y | +804.4% | +22.1% | +782.3% | +674.8% |
| All | +1,314.2% | +7.4% | +1,306.9% | +1,033.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling