-40.3%
ISRG vs KRMN
+17.4%
-57.7%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -11.3% | +12.1% | +2.4% |
| 7D | -5.0% | -12.9% | +7.9% | -3.3% |
| 30D | -10.2% | -43.3% | +33.1% | -2.8% |
| 3M | -17.2% | -27.2% | +10.0% | -14.0% |
| 6M | -28.4% | -66.8% | +38.4% | -17.6% |
| YTD | -37.6% | -51.9% | +14.2% | -33.9% |
| 1Y | -24.4% | -43.7% | +19.2% | -24.0% |
| All | -40.3% | +17.4% | -57.7% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 KRMN 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