+19.2%
ISRG vs APO
+61.7%
-42.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -1.6% | -1.0% | -0.6% | -1.2% |
| 30D | -2.3% | +3.5% | -5.7% | -3.5% |
| 3M | -12.4% | +4.5% | -17.0% | -14.1% |
| 6M | -26.8% | +22.8% | -49.6% | -32.4% |
| YTD | -35.3% | -6.5% | -28.8% | -34.3% |
| 1Y | -19.3% | +0.8% | -20.2% | -21.1% |
| All | +19.2% | +61.7% | -42.5% | -7.0% |
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