+390.1%
KKR vs LBRT
-19.0%
+409.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.4% | +6.2% | +3.4% |
| 7D | +5.1% | -15.7% | +20.7% | +7.9% |
| 30D | +10.9% | -34.3% | +45.1% | +18.6% |
| 3M | -2.9% | -40.6% | +37.8% | +5.5% |
| 6M | -1.2% | -62.0% | +60.8% | +15.5% |
| YTD | -20.4% | -31.6% | +11.2% | -18.5% |
| 1Y | -15.4% | -25.8% | +10.4% | -15.0% |
| 3Y | +61.9% | -30.4% | +92.3% | +58.5% |
| 5Y | +38.3% | +18.7% | +19.6% | +18.6% |
| All | +390.1% | -19.0% | +409.1% | +249.5% |
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 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