+109.0%
KLAC vs LBRT
+106.9%
+2.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.9% | -2.1% | +0.8% |
| 7D | +10.6% | +6.9% | +3.6% | +8.7% |
| 30D | -4.5% | +7.8% | -12.3% | -6.5% |
| 3M | -10.3% | -25.3% | +15.0% | -4.4% |
| 6M | +40.9% | -19.6% | +60.5% | +46.4% |
| YTD | +56.1% | +17.2% | +38.9% | +48.8% |
| 1Y | +109.0% | +114.1% | -5.1% | +86.7% |
| All | +109.0% | +106.9% | +2.1% | +86.7% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling