+68.6%
ISRG vs ACHR
-60.3%
+128.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.9% | +7.8% | +1.5% |
| 7D | -2.0% | -9.2% | +7.2% | -1.2% |
| 30D | +5.6% | -1.0% | +6.5% | +5.3% |
| 3M | +10.5% | -42.2% | +52.7% | +16.2% |
| 6M | +2.6% | -38.2% | +40.8% | +6.2% |
| YTD | -21.7% | -46.4% | +24.7% | -18.3% |
| 1Y | -21.6% | -49.4% | +27.8% | -17.9% |
| 3Y | +57.0% | -22.5% | +79.5% | +46.4% |
| 5Y | +25.0% | -29.8% | +54.8% | +5.2% |
| All | +68.6% | -60.3% | +128.9% | +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