+374.7%
ISRG vs AXTI
+1,481.9%
-1,107.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.1% | +8.2% | +2.5% |
| 7D | -2.5% | +15.1% | -17.7% | -3.6% |
| 30D | -10.2% | -12.3% | +2.1% | -9.9% |
| 3M | -12.5% | -24.1% | +11.6% | -13.0% |
| 6M | -25.8% | +46.0% | -71.9% | -32.8% |
| YTD | -36.4% | +295.7% | -332.1% | -49.0% |
| 1Y | -19.9% | +1,825.6% | -1,845.5% | -46.4% |
| 3Y | +20.9% | +2,630.0% | -2,609.1% | -31.1% |
| 5Y | +5.7% | +601.0% | -595.3% | -29.4% |
| All | +374.7% | +1,481.9% | -1,107.2% | +152.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling