+423.5%
KKR vs LBRT
+33.5%
+390.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.3% | -2.1% |
| 7D | -0.9% | +8.7% | -9.6% | -2.5% |
| 30D | +2.2% | +6.6% | -4.4% | +0.7% |
| 3M | +13.1% | -34.5% | +47.5% | +21.0% |
| 6M | +15.3% | -24.5% | +39.8% | +19.0% |
| YTD | -15.0% | +12.7% | -27.7% | -19.7% |
| 1Y | -21.0% | +94.8% | -115.8% | -34.5% |
| 3Y | +76.7% | +31.9% | +44.9% | +54.9% |
| 5Y | +74.3% | +111.8% | -37.5% | +35.1% |
| All | +423.5% | +33.5% | +390.1% | +244.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling