+39.4%
SHEL vs KKR
-26.9%
+66.3%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +4.1% | -6.2% | +10.3% | +4.0% |
| 30D | +8.4% | -8.9% | +17.2% | +8.3% |
| 3M | +13.7% | +6.3% | +7.4% | +13.5% |
| 6M | +12.7% | +16.5% | -3.8% | +12.0% |
| YTD | +35.3% | -20.3% | +55.6% | +36.4% |
| 1Y | +39.4% | -29.8% | +69.2% | +41.2% |
| All | +39.4% | -26.9% | +66.3% | +41.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling