-10.5%
ISRG vs AXTI
+504.8%
-515.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -7.4% | +16.8% | +9.3% |
| 7D | +8.5% | -26.2% | +34.7% | +8.2% |
| 30D | +18.6% | -45.1% | +63.7% | +18.0% |
| 3M | +30.9% | -27.2% | +58.1% | +30.4% |
| 6M | +6.6% | -55.2% | +61.7% | +6.4% |
| YTD | -14.9% | +190.8% | -205.6% | -23.0% |
| 1Y | -10.5% | +456.7% | -467.2% | -22.5% |
| All | -10.5% | +504.8% | -515.4% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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