+28.1%
ISRG vs KKR
+35.6%
-7.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.2% |
| 7D | -6.8% | -1.3% | -5.5% | -6.2% |
| 30D | +5.1% | +9.3% | -4.2% | +1.0% |
| 3M | +12.0% | -9.8% | +21.9% | +16.9% |
| 6M | +7.0% | +1.0% | +6.0% | +5.8% |
| YTD | -20.6% | -21.1% | +0.4% | -13.4% |
| 1Y | -21.4% | -17.0% | -4.5% | -16.6% |
| 3Y | +62.0% | +60.6% | +1.4% | +15.3% |
| 5Y | +28.1% | +33.6% | -5.4% | -2.0% |
| All | +28.1% | +35.6% | -7.4% | -2.0% |
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 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