+17.4%
ISRG vs KKR
+75.8%
-58.4%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.9% | -2.7% | -3.8% |
| 7D | -5.2% | -0.6% | -4.5% | -4.9% |
| 30D | -7.6% | +3.0% | -10.6% | -8.7% |
| 3M | -16.4% | +13.6% | -30.0% | -20.4% |
| 6M | -28.6% | +16.2% | -44.8% | -32.8% |
| YTD | -38.2% | -16.6% | -21.6% | -34.5% |
| 1Y | -25.5% | -23.2% | -2.3% | -19.1% |
| 3Y | +17.4% | +71.7% | -54.3% | -11.1% |
| All | +17.4% | +75.8% | -58.4% | -11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling