+26.2%
KLAC vs LBRT
-25.0%
+51.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -11.2% | +7.1% | -0.4% |
| 7D | -5.7% | -25.3% | +19.7% | +3.6% |
| 30D | -27.6% | -32.9% | +5.3% | -18.0% |
| 3M | -23.3% | -33.3% | +10.1% | -13.1% |
| 6M | -12.4% | -61.0% | +48.6% | +16.0% |
| YTD | +23.7% | -28.0% | +51.7% | +29.3% |
| 1Y | +26.2% | -21.5% | +47.7% | +27.3% |
| All | +26.2% | -25.0% | +51.2% | +27.3% |
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