+536.3%
ISRG vs APO
+903.0%
-366.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.7% | -3.0% | -0.2% |
| 7D | +5.4% | +2.3% | +3.1% | +4.4% |
| 30D | +8.6% | +3.0% | +5.6% | +7.2% |
| 3M | +21.6% | -3.7% | +25.3% | +23.1% |
| 6M | +2.3% | -7.5% | +9.8% | +4.9% |
| YTD | -18.7% | -14.5% | -4.2% | -14.8% |
| 1Y | -17.8% | -6.2% | -11.6% | -17.4% |
| 3Y | +69.1% | +51.9% | +17.2% | +31.6% |
| 5Y | +26.5% | +76.5% | -50.0% | -11.1% |
| 10Y | +536.3% | +895.2% | -359.0% | +173.3% |
| All | +536.3% | +903.0% | -366.7% | +173.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling