+30.3%
SLB vs KKR
+1,536.3%
-1,506.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.1% |
| 7D | +3.5% | +1.6% | +1.9% | +2.7% |
| 30D | +6.5% | +14.5% | -8.0% | -0.1% |
| 3M | -0.2% | -15.0% | +14.7% | +6.1% |
| 6M | -5.7% | +1.0% | -6.7% | -7.7% |
| YTD | +36.8% | -22.6% | +59.5% | +48.4% |
| 1Y | +45.8% | -18.2% | +64.0% | +54.0% |
| 3Y | +3.4% | +56.4% | -53.0% | -23.9% |
| 5Y | +76.1% | +29.6% | +46.6% | +34.0% |
| 10Y | -13.0% | +671.3% | -684.3% | -72.0% |
| All | +30.3% | +1,536.3% | -1,506.0% | -72.9% |
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