+58.7%
SLB vs KKR
-26.0%
+84.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.2% |
| 7D | -2.4% | -8.1% | +5.7% | -0.7% |
| 30D | +4.9% | -9.1% | +14.0% | +6.9% |
| 3M | +1.4% | +6.4% | -4.9% | -0.2% |
| 6M | +17.6% | +12.6% | +5.1% | +14.0% |
| YTD | +48.3% | -20.4% | +68.8% | +57.8% |
| 1Y | +58.7% | -27.1% | +85.7% | +67.4% |
| All | +58.7% | -26.0% | +84.6% | +67.4% |
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 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