+550.7%
ISRG vs AXON
+1,109.0%
-558.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.3% | -4.4% | -1.1% |
| 7D | -6.8% | -25.6% | +18.9% | -0.9% |
| 30D | +5.1% | -23.9% | +29.0% | +11.1% |
| 3M | +12.0% | -50.4% | +62.5% | +29.6% |
| 6M | +7.0% | -20.0% | +27.0% | +9.9% |
| YTD | -20.6% | -44.5% | +23.8% | -12.8% |
| 1Y | -21.4% | -44.9% | +23.4% | -13.6% |
| 3Y | +62.0% | +44.7% | +17.3% | +34.5% |
| 5Y | +28.1% | +86.7% | -58.5% | -4.5% |
| 10Y | +550.7% | +1,060.5% | -509.8% | +260.6% |
| All | +550.7% | +1,109.0% | -558.3% | +260.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling