+539.2%
ISRG vs APTV
-27.4%
+566.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -2.0% | -1.7% | -0.3% | -1.5% |
| 30D | +5.6% | -11.6% | +17.1% | +9.6% |
| 3M | +10.5% | -21.2% | +31.7% | +18.7% |
| 6M | +2.6% | -28.5% | +31.1% | +11.6% |
| YTD | -21.7% | -49.1% | +27.4% | -6.0% |
| 1Y | -21.6% | -52.2% | +30.6% | -4.1% |
| 3Y | +57.0% | -48.6% | +105.7% | +79.4% |
| 5Y | +25.0% | -77.3% | +102.3% | +81.7% |
| All | +539.2% | -27.4% | +566.6% | +554.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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