+28.1%
ISRG vs AXTI
+433.1%
-405.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +19.5% | -19.6% | -0.8% |
| 7D | -6.8% | -1.2% | -5.6% | -6.9% |
| 30D | +5.1% | -24.2% | +29.3% | +5.7% |
| 3M | +12.0% | -36.3% | +48.4% | +12.8% |
| 6M | +7.0% | -62.7% | +69.7% | +8.9% |
| YTD | -20.6% | +187.3% | -207.9% | -31.7% |
| 1Y | -21.4% | +344.8% | -366.2% | -34.8% |
| 3Y | +62.0% | +2,272.2% | -2,210.2% | +3.2% |
| 5Y | +28.1% | +419.6% | -391.4% | +12.0% |
| All | +28.1% | +433.1% | -405.0% | +12.0% |
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