-20.1%
ISRG vs APA
+89.4%
-109.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.7% |
| 7D | +5.4% | -8.7% | +14.2% | +3.9% |
| 30D | +8.6% | -2.4% | +11.0% | +8.3% |
| 3M | +21.6% | +19.0% | +2.6% | +25.3% |
| 6M | +2.3% | +26.8% | -24.5% | +7.3% |
| YTD | -18.7% | +87.3% | -106.0% | -13.0% |
| All | -20.1% | +89.4% | -109.5% | -14.7% |
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