-23.2%
ISRG vs APTV
-52.6%
+29.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.9% |
| 7D | -6.1% | -5.0% | -1.1% | -5.3% |
| 30D | +4.2% | -12.3% | +16.5% | +6.3% |
| 3M | +9.6% | -19.9% | +29.6% | +13.3% |
| 6M | +1.9% | -29.4% | +31.2% | +5.5% |
| YTD | -22.3% | -49.0% | +26.7% | -15.2% |
| 1Y | -23.2% | -53.1% | +29.9% | -15.3% |
| All | -23.2% | -52.6% | +29.4% | -15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling