+482.2%
KORU vs LBRT
+100.7%
+381.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.0% | +12.4% | +13.0% |
| 7D | +13.0% | +8.3% | +4.7% | +9.4% |
| 30D | +27.3% | +6.1% | +21.1% | +24.2% |
| 3M | -55.3% | -34.8% | -20.5% | -47.6% |
| 6M | +11.6% | -24.8% | +36.4% | +23.8% |
| YTD | +158.5% | +12.2% | +146.3% | +152.4% |
| 1Y | +482.2% | +94.0% | +388.2% | +414.4% |
| All | +482.2% | +100.7% | +381.4% | +414.4% |
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 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