+405.8%
KKR vs LBRT
+43.0%
+362.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.1% | -4.6% | -2.1% |
| 7D | -2.2% | +10.2% | -12.4% | -4.1% |
| 30D | +0.3% | +4.9% | -4.6% | -0.9% |
| 3M | +8.8% | -21.2% | +30.0% | +12.4% |
| 6M | +14.9% | -19.9% | +34.9% | +17.3% |
| YTD | -17.9% | +20.8% | -38.7% | -23.5% |
| 1Y | -23.7% | +123.5% | -147.2% | -38.5% |
| 3Y | +69.1% | +30.9% | +38.1% | +48.3% |
| 5Y | +72.6% | +136.3% | -63.7% | +31.0% |
| All | +405.8% | +43.0% | +362.8% | +228.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling