+2.0%
ISRG vs APH
+350.9%
-348.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 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% | -3.7% |
| 30D | -2.3% | -3.9% | +1.6% | -1.0% |
| 3M | -12.4% | +13.0% | -25.4% | -18.9% |
| 6M | -26.8% | +25.2% | -52.0% | -36.7% |
| YTD | -35.3% | +22.9% | -58.2% | -45.5% |
| 1Y | -19.3% | +47.8% | -67.2% | -40.2% |
| 3Y | +18.1% | +283.0% | -264.9% | -60.1% |
| All | +2.0% | +350.9% | -348.9% | -70.7% |
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 2021-09-04 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling