+74.8%
KKR vs LBRT
+116.2%
-41.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.9% | -5.8% | -2.7% |
| 7D | -0.6% | +6.9% | -7.6% | -2.1% |
| 30D | +3.0% | +7.8% | -4.8% | +1.1% |
| 3M | +13.6% | -25.3% | +38.9% | +19.4% |
| 6M | +16.2% | -19.6% | +35.8% | +18.7% |
| YTD | -16.6% | +17.2% | -33.7% | -23.1% |
| 1Y | -23.2% | +114.1% | -137.3% | -41.1% |
| 3Y | +71.7% | +27.0% | +44.7% | +45.7% |
| 5Y | +74.8% | +128.3% | -53.5% | +31.1% |
| All | +74.8% | +116.2% | -41.4% | +31.1% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling