+17,983.8%
ISRG vs AXTI
+46.3%
+17,937.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +9.7% | -10.5% | -1.7% |
| 7D | -1.6% | +5.1% | -6.7% | -2.1% |
| 30D | -2.3% | -10.2% | +7.9% | -2.3% |
| 3M | -12.4% | -41.8% | +29.4% | -11.3% |
| 6M | -26.8% | +57.5% | -84.4% | -35.1% |
| YTD | -35.3% | +277.0% | -312.3% | -48.6% |
| 1Y | -19.3% | +1,982.4% | -2,001.8% | -47.3% |
| 3Y | +18.1% | +2,234.8% | -2,216.7% | -31.4% |
| 5Y | +2.6% | +528.3% | -525.7% | -33.0% |
| 10Y | +379.4% | +1,310.5% | -931.1% | +158.3% |
| All | +17,983.8% | +46.3% | +17,937.5% | +9,264.6% |
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 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