+17,983.8%
ISRG vs KR
+809.0%
+17,174.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -1.0% | -0.9% |
| 7D | -1.6% | +1.5% | -3.1% | -1.9% |
| 30D | -2.3% | +4.1% | -6.3% | -3.2% |
| 3M | -12.4% | -5.2% | -7.2% | -11.6% |
| 6M | -26.8% | -12.8% | -14.1% | -25.0% |
| YTD | -35.3% | -4.6% | -30.6% | -35.2% |
| 1Y | -19.3% | -11.7% | -7.6% | -18.0% |
| 3Y | +18.1% | +36.3% | -18.1% | +5.8% |
| 5Y | +2.6% | +40.0% | -37.3% | -10.4% |
| 10Y | +379.4% | +122.2% | +257.2% | +243.1% |
| All | +17,983.8% | +809.0% | +17,174.8% | +9,202.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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