-17.3%
ISRG vs APA
+98.8%
-116.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.6% | -6.0% | -2.9% |
| 7D | +4.8% | -15.5% | +20.3% | +2.2% |
| 30D | +9.2% | +2.4% | +6.8% | +9.8% |
| 3M | +21.2% | +22.8% | -1.6% | +25.4% |
| 6M | +0.2% | +17.9% | -17.7% | +4.1% |
| YTD | -20.1% | +87.7% | -107.7% | -15.1% |
| 1Y | -17.3% | +94.2% | -111.5% | -11.8% |
| All | -17.3% | +98.8% | -116.2% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling