+60.6%
KKR vs LBRT
-28.3%
+88.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.1% | -6.4% | +0.2% |
| 7D | +0.1% | -11.9% | +12.0% | +2.0% |
| 30D | +7.9% | -31.9% | +39.8% | +15.0% |
| 3M | -4.4% | -34.9% | +30.5% | +2.4% |
| 6M | -4.0% | -60.7% | +56.7% | +14.2% |
| YTD | -22.6% | -29.2% | +6.6% | -23.3% |
| 1Y | -18.6% | -23.6% | +5.1% | -21.3% |
| 3Y | +60.6% | -26.8% | +87.5% | +49.6% |
| All | +60.6% | -28.3% | +88.9% | +49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling