+1,517.6%
KLAC vs LBRT
-16.2%
+1,533.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +8.1% | +1.2% | +7.6% |
| 7D | -1.1% | -11.9% | +10.8% | +1.6% |
| 30D | -22.6% | -31.9% | +9.4% | -16.3% |
| 3M | -23.5% | -34.9% | +11.4% | -16.8% |
| 6M | -18.8% | -60.7% | +41.8% | -3.1% |
| YTD | +25.0% | -29.2% | +54.3% | +32.4% |
| 1Y | +27.5% | -23.6% | +51.2% | +32.9% |
| 3Y | +206.1% | -26.8% | +233.0% | +209.2% |
| 5Y | +281.0% | +16.3% | +264.7% | +240.7% |
| All | +1,517.6% | -16.2% | +1,533.8% | +1,075.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling