+365.2%
ISRG vs KKR
+735.0%
-369.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.4% | +1.6% |
| 7D | -5.0% | -2.2% | -2.8% | -4.0% |
| 30D | -10.2% | +0.3% | -10.5% | -10.5% |
| 3M | -17.2% | +8.8% | -26.0% | -20.6% |
| 6M | -28.4% | +14.9% | -43.3% | -33.5% |
| YTD | -37.6% | -17.9% | -19.7% | -32.8% |
| 1Y | -24.4% | -23.7% | -0.8% | -16.6% |
| 3Y | +18.4% | +69.1% | -50.6% | -17.0% |
| 5Y | -1.0% | +72.6% | -73.5% | -34.3% |
| All | +365.2% | +735.0% | -369.8% | +70.9% |
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