+951.0%
SLB vs KR
+4,382.3%
-3,431.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.3% |
| 7D | +0.4% | -1.3% | +1.7% | +0.7% |
| 30D | +13.6% | +1.5% | +12.1% | +13.2% |
| 3M | +1.5% | -8.5% | +10.0% | +3.0% |
| 6M | +23.0% | -21.9% | +44.9% | +28.0% |
| YTD | +51.2% | -6.9% | +58.1% | +52.2% |
| 1Y | +63.5% | -14.0% | +77.5% | +66.6% |
| 3Y | +2.5% | +30.3% | -27.8% | -4.4% |
| 5Y | +139.2% | +37.7% | +101.5% | +117.6% |
| 10Y | -4.8% | +125.2% | -129.9% | -24.8% |
| All | +951.0% | +4,382.3% | -3,431.4% | +393.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling