-3.0%
ISRG vs AXTI
+624.6%
-627.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +12.8% | -17.4% | -5.0% |
| 7D | -5.2% | +24.0% | -29.1% | -6.1% |
| 30D | -7.6% | -21.5% | +13.9% | -7.0% |
| 3M | -16.4% | -23.4% | +7.0% | -16.6% |
| 6M | -28.6% | +114.9% | -143.5% | -34.8% |
| YTD | -38.2% | +325.4% | -363.6% | -47.2% |
| 1Y | -25.5% | +2,136.7% | -2,162.2% | -44.6% |
| 3Y | +17.4% | +2,835.0% | -2,817.6% | -23.0% |
| 5Y | -3.0% | +652.8% | -655.8% | -22.7% |
| All | -3.0% | +624.6% | -627.5% | -22.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling