-19.9%
ISRG vs AXTI
+1,987.1%
-2,007.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.1% | +8.2% | +2.0% |
| 7D | -2.5% | +15.1% | -17.7% | -2.5% |
| 30D | -10.2% | -12.3% | +2.1% | -10.2% |
| 3M | -12.5% | -24.1% | +11.6% | -12.4% |
| 6M | -25.8% | +46.0% | -71.9% | -27.5% |
| YTD | -36.4% | +295.7% | -332.1% | -39.8% |
| 1Y | -19.9% | +1,825.6% | -1,845.5% | -21.8% |
| All | -19.9% | +1,987.1% | -2,007.0% | -21.8% |
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