-23.2%
ISRG vs AXON
-46.2%
+23.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.5% | -1.7% |
| 7D | -6.1% | -19.7% | +13.6% | -2.5% |
| 30D | +4.2% | -25.7% | +29.9% | +9.7% |
| 3M | +9.6% | -48.8% | +58.4% | +23.2% |
| 6M | +1.9% | -22.0% | +23.8% | +5.9% |
| YTD | -22.3% | -45.9% | +23.6% | -14.6% |
| 1Y | -23.2% | -46.1% | +22.9% | -15.5% |
| All | -23.2% | -46.2% | +23.0% | -15.5% |
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