-4.5%
SLB vs RKT
+85.3%
-89.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.1% | +0.5% |
| 7D | -7.1% | +17.7% | -24.8% | -8.2% |
| 30D | +4.1% | +31.6% | -27.6% | +2.0% |
| 3M | -2.6% | +13.9% | -16.6% | -3.8% |
| 6M | -8.6% | +2.8% | -11.4% | -9.3% |
| YTD | +32.2% | -22.2% | +54.4% | +33.5% |
| 1Y | +40.7% | -3.5% | +44.2% | +39.5% |
| 3Y | -4.5% | +95.3% | -99.8% | -14.4% |
| All | -4.5% | +85.3% | -89.8% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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