+195.1%
KDP vs LBRT
-26.4%
+221.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -13.7% | +14.0% | +0.8% |
| 7D | +4.5% | -34.8% | +39.3% | +6.2% |
| 30D | +18.5% | -43.6% | +62.1% | +21.1% |
| 3M | +20.8% | -41.2% | +62.1% | +23.1% |
| 6M | +29.4% | -66.1% | +95.5% | +34.9% |
| YTD | +35.9% | -37.9% | +73.8% | +37.2% |
| 1Y | +42.5% | -33.9% | +76.3% | +43.3% |
| 3Y | +29.4% | -40.9% | +70.2% | +28.8% |
| 5Y | +15.8% | +2.1% | +13.7% | +10.0% |
| All | +195.1% | -26.4% | +221.5% | +149.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling