+63.3%
ISRG vs APO
+43.9%
+19.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -2.9% | -3.2% |
| 7D | +4.8% | +0.8% | +4.0% | +4.5% |
| 30D | +9.2% | +1.0% | +8.2% | +8.8% |
| 3M | +21.2% | -8.4% | +29.6% | +24.6% |
| 6M | +0.2% | -9.1% | +9.3% | +3.0% |
| YTD | -20.1% | -18.3% | -1.7% | -15.2% |
| 1Y | -17.3% | -8.0% | -9.4% | -16.3% |
| 3Y | +63.3% | +47.1% | +16.3% | +30.6% |
| All | +63.3% | +43.9% | +19.5% | +30.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling