+2.5%
SLB vs KKR
+75.8%
-73.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.1% | -0.2% |
| 7D | +0.4% | -0.6% | +1.1% | +0.6% |
| 30D | +13.6% | +3.0% | +10.6% | +12.4% |
| 3M | +1.5% | +13.6% | -12.2% | -2.7% |
| 6M | +23.0% | +16.2% | +6.8% | +16.6% |
| YTD | +51.2% | -16.6% | +67.8% | +58.2% |
| 1Y | +63.5% | -23.2% | +86.7% | +74.9% |
| 3Y | +2.5% | +71.7% | -69.2% | -4.4% |
| All | +2.5% | +75.8% | -73.3% | -4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling