+554.0%
BSX vs KKR
+1,583.3%
-1,029.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -3.2% |
| 7D | -8.2% | -8.1% | -0.1% | -5.7% |
| 30D | -15.8% | -9.1% | -6.7% | -13.3% |
| 3M | -10.8% | +6.4% | -17.2% | -12.8% |
| 6M | -38.4% | +12.6% | -51.0% | -41.1% |
| YTD | -54.8% | -20.4% | -34.4% | -52.4% |
| 1Y | -59.0% | -27.1% | -32.0% | -55.9% |
| 3Y | -20.0% | +63.8% | -83.8% | -37.6% |
| 5Y | -3.1% | +67.6% | -70.7% | -28.6% |
| 10Y | +83.3% | +702.6% | -619.3% | -24.8% |
| All | +554.0% | +1,583.3% | -1,029.3% | +85.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling