-25.5%
ISRG vs APA
+96.0%
-121.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.8% | -6.3% | -4.3% |
| 7D | -5.2% | -1.7% | -3.5% | -5.3% |
| 30D | -7.6% | +15.7% | -23.3% | -6.3% |
| 3M | -16.4% | +16.5% | -32.8% | -14.7% |
| 6M | -28.6% | +35.1% | -63.7% | -27.7% |
| YTD | -38.2% | +82.2% | -120.4% | -38.2% |
| 1Y | -25.5% | +102.5% | -128.0% | -25.3% |
| All | -25.5% | +96.0% | -121.4% | -25.3% |
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