+23.9%
ISRG vs APA
+90.7%
-66.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.0% | -4.1% | -2.4% |
| 7D | -6.1% | +9.6% | -15.7% | -7.2% |
| 30D | +4.2% | -0.2% | +4.5% | +4.0% |
| 3M | +9.6% | +19.8% | -10.2% | +6.5% |
| 6M | +1.9% | +30.1% | -28.2% | -2.6% |
| YTD | -22.3% | +100.4% | -122.8% | -32.0% |
| 1Y | -23.2% | +105.2% | -128.4% | -33.1% |
| 3Y | +58.5% | +44.6% | +13.9% | +39.9% |
| 5Y | +23.9% | +88.8% | -64.9% | -1.4% |
| All | +23.9% | +90.7% | -66.8% | -1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling