+139.3%
SLB vs KKR
+72.2%
+67.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.4% |
| 7D | -1.9% | -2.2% | +0.3% | -1.2% |
| 30D | +7.8% | +0.3% | +7.5% | +7.5% |
| 3M | +2.7% | +8.8% | -6.1% | -0.4% |
| 6M | +22.2% | +14.9% | +7.3% | +16.0% |
| YTD | +51.1% | -17.9% | +69.0% | +58.5% |
| 1Y | +63.3% | -23.7% | +87.0% | +74.7% |
| 3Y | +2.4% | +69.1% | -66.6% | -17.0% |
| 5Y | +139.3% | +72.6% | +66.8% | +85.3% |
| All | +139.3% | +72.2% | +67.2% | +85.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling