+17,983.8%
ISRG vs APH
+10,519.0%
+7,464.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.2% |
| 7D | -1.6% | +5.0% | -6.5% | -3.8% |
| 30D | -2.3% | -3.9% | +1.6% | -0.9% |
| 3M | -12.4% | +13.0% | -25.4% | -18.8% |
| 6M | -26.8% | +25.2% | -52.0% | -36.2% |
| YTD | -35.3% | +22.9% | -58.2% | -44.3% |
| 1Y | -19.3% | +47.8% | -67.2% | -36.8% |
| 3Y | +18.1% | +283.0% | -264.9% | -42.7% |
| 5Y | +2.6% | +349.7% | -347.0% | -53.5% |
| 10Y | +379.4% | +1,061.2% | -681.8% | +44.6% |
| All | +17,983.8% | +10,519.0% | +7,464.8% | +1,999.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded APH 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling