+844.4%
ISRG vs APTV
+143.1%
+701.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.0% |
| 7D | +2.1% | -4.3% | +6.4% | +3.6% |
| 30D | +6.2% | -9.7% | +15.8% | +9.4% |
| 3M | +14.4% | -20.6% | +35.0% | +22.3% |
| 6M | 0.0% | -31.7% | +31.7% | +10.2% |
| YTD | -20.5% | -48.0% | +27.5% | -5.6% |
| 1Y | -21.9% | -52.1% | +30.2% | -5.0% |
| 3Y | +62.2% | -47.9% | +110.1% | +84.3% |
| 5Y | +25.2% | -76.9% | +102.1% | +79.3% |
| 10Y | +537.3% | -26.7% | +564.1% | +494.2% |
| All | +844.4% | +143.1% | +701.3% | +492.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling