+22,068.6%
ISRG vs AXTI
+11.5%
+22,057.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +19.5% | -19.6% | -1.7% |
| 7D | -6.8% | -1.2% | -5.6% | -7.1% |
| 30D | +5.1% | -24.2% | +29.3% | +6.5% |
| 3M | +12.0% | -36.3% | +48.4% | +13.8% |
| 6M | +7.0% | -62.7% | +69.7% | +10.1% |
| YTD | -20.6% | +187.3% | -207.9% | -36.6% |
| 1Y | -21.4% | +344.8% | -366.2% | -40.4% |
| 3Y | +62.0% | +2,272.2% | -2,210.2% | -8.2% |
| 5Y | +28.1% | +419.6% | -391.4% | -16.3% |
| 10Y | +550.7% | +888.8% | -338.1% | +256.7% |
| All | +22,068.6% | +11.5% | +22,057.1% | +11,450.7% |
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 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