-20.4%
KKR vs LBRT
-23.3%
+2.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.8% |
| 7D | -1.1% | +13.8% | -15.0% | -1.2% |
| 30D | +11.5% | -32.4% | +43.9% | +12.3% |
| 3M | -12.4% | -39.9% | +27.5% | -11.4% |
| 6M | -1.9% | -60.8% | +58.9% | +2.4% |
| YTD | -23.3% | -29.3% | +5.9% | -28.4% |
| 1Y | -20.4% | -18.9% | -1.6% | -28.7% |
| All | -20.4% | -23.3% | +2.8% | -28.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling