-24.4%
ISRG vs APTV
-45.8%
+21.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.5% | +1.3% |
| 7D | -5.0% | -1.2% | -3.9% | -4.8% |
| 30D | -10.2% | -10.6% | +0.4% | -8.6% |
| 3M | -17.2% | -35.0% | +17.8% | -12.6% |
| 6M | -28.4% | -38.9% | +10.5% | -23.8% |
| YTD | -37.6% | -41.5% | +3.9% | -32.9% |
| 1Y | -24.4% | -45.8% | +21.4% | -18.6% |
| All | -24.4% | -45.8% | +21.4% | -18.6% |
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