+71.1%
ISRG vs ACHR
-53.6%
+124.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -2.1% |
| 7D | +2.1% | +14.0% | -11.9% | +0.6% |
| 30D | +6.2% | -5.0% | +11.2% | +6.4% |
| 3M | +14.4% | -24.8% | +39.2% | +17.1% |
| 6M | 0.0% | -27.3% | +27.3% | +1.9% |
| YTD | -20.5% | -37.4% | +16.8% | -18.3% |
| 1Y | -21.9% | -44.3% | +22.4% | -19.0% |
| 3Y | +62.2% | -5.2% | +67.4% | +48.2% |
| 5Y | +25.2% | -20.8% | +46.0% | +4.0% |
| All | +71.1% | -53.6% | +124.7% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 10y: compounded portfolio wealth divided by compounded ACHR 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…
10y analysis · Full analysis span regression · 6 months rolling