+45.8%
SLB vs KR
+10.4%
+35.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.5% |
| 7D | +3.5% | +4.6% | -1.1% | +3.5% |
| 30D | +6.5% | +12.2% | -5.7% | +6.2% |
| 3M | -0.2% | +24.6% | -24.8% | -1.0% |
| 6M | -5.7% | +8.2% | -13.9% | -5.9% |
| YTD | +36.8% | +15.3% | +21.6% | +33.1% |
| 1Y | +45.8% | +9.8% | +36.0% | +41.2% |
| All | +45.8% | +10.4% | +35.4% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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