+21,775.7%
ISRG vs AXTI
-0.7%
+21,776.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.9% | +4.7% | +1.2% |
| 7D | -2.0% | +7.6% | -9.6% | -2.8% |
| 30D | +5.6% | -32.1% | +37.6% | +7.9% |
| 3M | +10.5% | -46.0% | +56.5% | +13.9% |
| 6M | +2.6% | -65.7% | +68.3% | +6.2% |
| YTD | -21.7% | +155.9% | -177.6% | -36.8% |
| 1Y | -21.6% | +300.8% | -322.3% | -40.0% |
| 3Y | +57.0% | +1,981.6% | -1,924.6% | -10.0% |
| 5Y | +25.0% | +359.3% | -334.3% | -17.5% |
| 10Y | +542.1% | +780.8% | -238.7% | +255.4% |
| All | +21,775.7% | -0.7% | +21,776.3% | +11,406.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling