+539.2%
ISRG vs KKR
+670.8%
-131.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | +0.4% |
| 7D | -2.0% | +1.6% | -3.7% | -2.8% |
| 30D | +5.6% | +14.5% | -9.0% | -1.0% |
| 3M | +10.5% | -15.0% | +25.5% | +18.9% |
| 6M | +2.6% | +1.0% | +1.6% | +1.3% |
| YTD | -21.7% | -22.6% | +1.0% | -13.4% |
| 1Y | -21.6% | -18.2% | -3.3% | -16.0% |
| 3Y | +57.0% | +56.4% | +0.7% | +13.7% |
| 5Y | +25.0% | +29.6% | -4.6% | -4.4% |
| All | +539.2% | +670.8% | -131.6% | +126.4% |
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