+73.6%
SLB vs KR
+82.6%
-9.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +2.0% |
| 7D | -1.2% | +0.8% | -1.9% | -1.2% |
| 30D | +4.5% | +11.1% | -6.6% | +3.6% |
| 3M | -4.6% | +24.4% | -29.0% | -6.3% |
| 6M | -6.3% | +8.5% | -14.8% | -7.0% |
| YTD | +35.0% | +13.1% | +21.8% | +32.9% |
| 1Y | +38.8% | +9.3% | +29.5% | +37.1% |
| 3Y | +3.3% | +69.3% | -66.0% | -5.8% |
| 5Y | +73.6% | +83.2% | -9.6% | +54.8% |
| All | +73.6% | +82.6% | -9.0% | +54.8% |
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