-2.8%
BSX vs KKR
+64.7%
-67.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -10.1% | -6.2% | -3.9% | -8.8% |
| 30D | -16.4% | -8.9% | -7.6% | -14.7% |
| 3M | -8.9% | +6.3% | -15.1% | -10.2% |
| 6M | -38.3% | +16.5% | -54.7% | -40.5% |
| YTD | -54.9% | -20.3% | -34.7% | -53.1% |
| 1Y | -58.8% | -29.8% | -29.0% | -56.0% |
| 3Y | -21.2% | +63.2% | -84.4% | -34.5% |
| All | -2.8% | +64.7% | -67.5% | -24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling