+17.4%
ISRG vs ACHR
-8.8%
+26.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.1% | -6.6% | -4.7% |
| 7D | -5.2% | +4.9% | -10.0% | -5.6% |
| 30D | -7.6% | +4.3% | -11.9% | -8.0% |
| 3M | -16.4% | +1.7% | -18.1% | -17.0% |
| 6M | -28.6% | -6.9% | -21.7% | -28.8% |
| YTD | -38.2% | -22.5% | -15.7% | -37.6% |
| 1Y | -25.5% | -31.5% | +6.0% | -24.9% |
| 3Y | +17.4% | -14.4% | +31.8% | +13.7% |
| All | +17.4% | -8.8% | +26.2% | +13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling