+30.1%
AAPL vs ISRG
-23.4%
+53.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.2% |
| 7D | +3.1% | -6.1% | +9.2% | +4.2% |
| 30D | +4.0% | +4.2% | -0.2% | +3.4% |
| 3M | +17.4% | +9.6% | +7.8% | +15.7% |
| 6M | +20.5% | +1.9% | +18.6% | +19.9% |
| YTD | +30.9% | -22.3% | +53.2% | +33.3% |
| 1Y | +30.1% | -23.2% | +53.3% | +33.6% |
| All | +30.1% | -23.4% | +53.5% | +33.6% |
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