+52.6%
BKR vs LBRT
-27.1%
+79.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.9% |
| 7D | +3.8% | +9.2% | -5.4% | +0.9% |
| 30D | -10.3% | -27.5% | +17.2% | -1.8% |
| 3M | -21.7% | -37.9% | +16.2% | -10.5% |
| 6M | -23.8% | -60.7% | +36.9% | -0.9% |
| YTD | +10.3% | -28.5% | +38.8% | +15.1% |
| 1Y | +5.7% | -13.2% | +18.9% | +2.7% |
| 3Y | +52.6% | -28.8% | +81.4% | +51.6% |
| All | +52.6% | -27.1% | +79.7% | +51.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling