-21.6%
ISRG vs AXON
-44.3%
+22.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.3% |
| 7D | -2.0% | +0.8% | -2.8% | -2.2% |
| 30D | +5.6% | -22.8% | +28.3% | +10.3% |
| 3M | +10.5% | -48.8% | +59.3% | +24.2% |
| 6M | +2.6% | -16.3% | +18.9% | +5.5% |
| YTD | -21.7% | -44.5% | +22.8% | -14.3% |
| 1Y | -21.6% | -43.4% | +21.8% | -14.5% |
| All | -21.6% | -44.3% | +22.7% | -14.5% |
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