+17,983.8%
ISRG vs APH
+4,840.2%
+13,143.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -47.8% | +45.1% | +17.4% |
| 7D | -0.1% | -48.7% | +48.6% | +21.5% |
| 30D | -2.3% | -51.9% | +49.7% | +22.0% |
| 3M | -12.4% | -43.6% | +31.1% | 0.0% |
| 6M | -26.8% | -37.5% | +10.7% | -21.4% |
| YTD | -35.3% | -38.6% | +3.4% | -31.4% |
| 1Y | -19.3% | -26.3% | +7.0% | -22.1% |
| 3Y | +18.1% | +89.2% | -71.1% | -29.1% |
| 5Y | +2.6% | +119.8% | -117.2% | -42.1% |
| 10Y | +379.4% | +454.3% | -74.8% | +81.9% |
| All | +17,983.8% | +4,840.2% | +13,143.7% | +2,566.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling