+28.6%
BKR vs LBRT
+110.8%
-82.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -5.9% | -0.8% | -5.6% |
| 7D | -6.7% | +2.3% | -9.0% | -7.0% |
| 30D | -8.3% | -2.9% | -5.4% | -7.9% |
| 3M | -5.4% | -26.1% | +20.7% | -0.6% |
| 6M | +0.8% | -26.2% | +27.0% | +5.9% |
| YTD | +31.8% | +13.7% | +18.2% | +27.7% |
| 1Y | +28.6% | +93.6% | -65.0% | +12.5% |
| All | +28.6% | +110.8% | -82.2% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 1y: compounded portfolio wealth divided by compounded LBRT 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…
1y analysis · Full analysis span regression · 6 months rolling