-21.6%
ISRG vs AXTI
+287.8%
-309.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.9% | +4.7% | +0.8% |
| 7D | -2.0% | +7.6% | -9.6% | -1.9% |
| 30D | +5.6% | -32.1% | +37.6% | +5.2% |
| 3M | +10.5% | -46.0% | +56.5% | +10.0% |
| 6M | +2.6% | -65.7% | +68.3% | +2.7% |
| YTD | -21.7% | +155.9% | -177.6% | -27.8% |
| 1Y | -21.6% | +300.8% | -322.3% | -26.6% |
| All | -21.6% | +287.8% | -309.3% | -26.6% |
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