+21,775.7%
ISRG vs AON
+1,272.4%
+20,503.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | +0.2% |
| 7D | -2.0% | +1.0% | -3.1% | -2.5% |
| 30D | +5.6% | +23.2% | -17.6% | -3.5% |
| 3M | +10.5% | -5.0% | +15.6% | +12.4% |
| 6M | +2.6% | +9.3% | -6.7% | -2.0% |
| YTD | -21.7% | -3.4% | -18.3% | -21.9% |
| 1Y | -21.6% | -2.9% | -18.7% | -22.0% |
| 3Y | +57.0% | +3.6% | +53.4% | +49.1% |
| 5Y | +25.0% | +16.9% | +8.1% | +12.8% |
| 10Y | +542.1% | +234.4% | +307.7% | +270.5% |
| All | +21,775.7% | +1,272.4% | +20,503.2% | +7,399.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling