+81.0%
BSX vs KKR
+710.9%
-629.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -10.1% | -6.2% | -3.9% | -8.2% |
| 30D | -16.4% | -8.9% | -7.6% | -14.0% |
| 3M | -8.9% | +6.3% | -15.1% | -10.9% |
| 6M | -38.3% | +16.5% | -54.7% | -41.6% |
| YTD | -54.9% | -20.3% | -34.7% | -52.5% |
| 1Y | -58.8% | -29.8% | -29.0% | -55.0% |
| 3Y | -21.2% | +63.2% | -84.4% | -39.7% |
| 5Y | -3.3% | +68.0% | -71.3% | -30.8% |
| All | +81.0% | +710.9% | -629.9% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 10y: compounded portfolio wealth divided by compounded KKR 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…
10y analysis · Full analysis span regression · 6 months rolling