+45.0%
SLB vs KKR
+1,697.8%
-1,652.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +1.0% |
| 7D | +0.8% | -0.9% | +1.7% | +1.2% |
| 30D | +15.8% | +2.2% | +13.7% | +14.3% |
| 3M | -0.3% | +13.1% | -13.4% | -6.2% |
| 6M | +21.3% | +15.3% | +6.1% | +12.3% |
| YTD | +52.3% | -15.0% | +67.3% | +59.7% |
| 1Y | +63.6% | -21.0% | +84.6% | +75.9% |
| 3Y | +3.8% | +76.7% | -72.9% | -27.6% |
| 5Y | +128.6% | +74.3% | +54.3% | +50.4% |
| 10Y | -3.1% | +753.7% | -756.8% | -70.0% |
| All | +45.0% | +1,697.8% | -1,652.8% | -70.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling