+17,983.8%
ISRG vs AON
+1,207.3%
+16,776.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.3% | -0.3% |
| 7D | -1.6% | -9.1% | +7.5% | +2.2% |
| 30D | -2.3% | -10.2% | +8.0% | +2.0% |
| 3M | -12.4% | +0.5% | -12.9% | -13.1% |
| 6M | -26.8% | -4.8% | -22.0% | -26.0% |
| YTD | -35.3% | -8.0% | -27.3% | -33.9% |
| 1Y | -19.3% | -13.1% | -6.3% | -15.8% |
| 3Y | +18.1% | -1.3% | +19.4% | +14.7% |
| 5Y | +2.6% | +14.9% | -12.3% | -6.6% |
| 10Y | +379.4% | +214.9% | +164.5% | +184.2% |
| All | +17,983.8% | +1,207.3% | +16,776.5% | +6,243.2% |
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