+370.1%
ISRG vs KRE
+119.6%
+250.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +1.3% |
| 7D | -5.0% | -1.1% | -3.9% | -4.6% |
| 30D | -10.2% | -3.4% | -6.8% | -9.0% |
| 3M | -17.2% | +3.7% | -20.9% | -18.3% |
| 6M | -28.4% | +14.8% | -43.2% | -32.0% |
| YTD | -37.6% | +14.7% | -52.3% | -40.9% |
| 1Y | -24.4% | +16.0% | -40.5% | -28.9% |
| 3Y | +18.4% | +84.3% | -65.8% | -9.0% |
| 5Y | -1.0% | +30.9% | -31.8% | -13.9% |
| 10Y | +370.1% | +122.0% | +248.2% | +257.5% |
| All | +370.1% | +119.6% | +250.5% | +257.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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