+1.4%
SLB vs KR
+28.8%
-27.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | -0.1% |
| 7D | -1.9% | -3.1% | +1.2% | -1.8% |
| 30D | +7.8% | +0.6% | +7.2% | +7.8% |
| 3M | +2.7% | -9.8% | +12.5% | +2.9% |
| 6M | +22.2% | -22.1% | +44.3% | +22.3% |
| YTD | +51.1% | -8.1% | +59.2% | +50.7% |
| 1Y | +63.3% | -14.7% | +78.0% | +63.0% |
| All | +1.4% | +28.8% | -27.4% | -4.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling