-14.4%
SLB vs KKR
+664.1%
-678.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.8% | +1.2% |
| 7D | +2.6% | -1.1% | +3.7% | +3.0% |
| 30D | +4.4% | +11.5% | -7.1% | -1.1% |
| 3M | -2.7% | -12.4% | +9.6% | +2.2% |
| 6M | -7.5% | -1.9% | -5.6% | -8.3% |
| YTD | +34.8% | -23.3% | +58.1% | +47.4% |
| 1Y | +44.6% | -20.4% | +65.0% | +55.2% |
| 3Y | +3.2% | +56.1% | -52.9% | -26.7% |
| 5Y | +73.6% | +28.4% | +45.1% | +29.7% |
| All | -14.4% | +664.1% | -678.5% | -73.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling