+139.3%
SLB vs KR
+36.6%
+102.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | 0.0% |
| 7D | -1.9% | -3.1% | +1.2% | -1.6% |
| 30D | +7.8% | +0.6% | +7.2% | +7.7% |
| 3M | +2.7% | -9.8% | +12.5% | +3.5% |
| 6M | +22.2% | -22.1% | +44.3% | +24.3% |
| YTD | +51.1% | -8.1% | +59.2% | +51.4% |
| 1Y | +63.3% | -14.7% | +78.0% | +64.6% |
| 3Y | +2.4% | +28.6% | -26.1% | -3.3% |
| 5Y | +139.3% | +36.4% | +103.0% | +125.4% |
| All | +139.3% | +36.6% | +102.7% | +125.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling