+983.6%
AAOI vs ISRG
+764.7%
+219.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -3.7% |
| 7D | +4.7% | -5.0% | +9.7% | +7.1% |
| 30D | -18.7% | -10.2% | -8.5% | -14.9% |
| 3M | -33.7% | -17.2% | -16.5% | -29.7% |
| 6M | -2.4% | -28.4% | +26.0% | +9.7% |
| YTD | +209.6% | -37.6% | +247.2% | +276.4% |
| 1Y | +355.0% | -24.4% | +379.5% | +383.1% |
| 3Y | +814.7% | +18.4% | +796.2% | +734.4% |
| 5Y | +1,298.1% | -1.0% | +1,299.0% | +1,240.6% |
| 10Y | +449.8% | +370.1% | +79.7% | +244.6% |
| All | +983.6% | +764.7% | +219.0% | +602.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling