+17,983.8%
ISRG vs APA
+152.9%
+17,830.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.3% | -0.2% |
| 7D | -1.6% | +0.5% | -2.1% | -1.7% |
| 30D | -2.3% | +23.4% | -25.7% | -6.6% |
| 3M | -12.4% | +12.7% | -25.1% | -15.3% |
| 6M | -26.8% | +39.4% | -66.3% | -33.1% |
| YTD | -35.3% | +79.0% | -114.2% | -44.2% |
| 1Y | -19.3% | +88.8% | -108.2% | -31.7% |
| 3Y | +18.1% | +6.4% | +11.8% | +8.9% |
| 5Y | +2.6% | +153.0% | -150.3% | -25.9% |
| 10Y | +379.4% | +7.5% | +371.9% | +225.1% |
| All | +17,983.8% | +152.9% | +17,830.9% | +10,546.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling