-10.5%
ISRG vs AXON
-40.7%
+30.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.8% | +7.6% | +9.1% |
| 7D | +8.5% | +0.2% | +8.3% | +8.5% |
| 30D | +18.6% | +3.0% | +15.6% | +17.9% |
| 3M | +30.9% | -30.1% | +61.1% | +38.2% |
| 6M | +6.6% | +7.7% | -1.2% | +5.3% |
| YTD | -14.9% | -25.3% | +10.4% | -12.8% |
| 1Y | -10.5% | -39.9% | +29.4% | -8.0% |
| All | -10.5% | -40.7% | +30.2% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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