-21.4%
ISRG vs KRE
+21.7%
-43.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | -6.8% | -1.6% | -5.2% | -6.1% |
| 30D | +5.1% | +4.9% | +0.2% | +3.3% |
| 3M | +12.0% | -4.5% | +16.5% | +14.3% |
| 6M | +7.0% | +7.7% | -0.6% | +4.7% |
| YTD | -20.6% | +14.5% | -35.2% | -23.8% |
| 1Y | -21.4% | +21.5% | -43.0% | -26.1% |
| All | -21.4% | +21.7% | -43.1% | -26.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling