+550.7%
ISRG vs AON
+226.6%
+324.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -6.8% | -2.4% | -4.4% | -5.5% |
| 30D | +5.1% | +22.8% | -17.7% | -5.7% |
| 3M | +12.0% | -5.3% | +17.4% | +14.5% |
| 6M | +7.0% | +8.4% | -1.4% | +1.3% |
| YTD | -20.6% | -3.9% | -16.7% | -20.7% |
| 1Y | -21.4% | -3.1% | -18.3% | -22.0% |
| 3Y | +62.0% | +3.0% | +59.0% | +51.0% |
| 5Y | +28.1% | +16.7% | +11.5% | +9.4% |
| 10Y | +550.7% | +232.6% | +318.1% | +215.8% |
| All | +550.7% | +226.6% | +324.1% | +215.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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