+35.9%
KLAC vs LBRT
-23.4%
+59.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.3% | +2.0% | +4.0% |
| 7D | +7.5% | -1.9% | +9.4% | +8.5% |
| 30D | -15.3% | -32.0% | +16.7% | -4.1% |
| 3M | -19.6% | -39.7% | +20.1% | -5.7% |
| 6M | -12.5% | -61.1% | +48.6% | +16.4% |
| YTD | +33.0% | -29.4% | +62.4% | +40.3% |
| 1Y | +35.9% | -24.5% | +60.4% | +40.1% |
| All | +35.9% | -23.4% | +59.3% | +40.1% |
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