+482.2%
KORU vs LBRT
+101.6%
+380.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.5% | +12.0% | +12.8% |
| 7D | +13.0% | +8.7% | +4.3% | +9.2% |
| 30D | +27.3% | +6.6% | +20.7% | +24.0% |
| 3M | -55.3% | -34.5% | -20.8% | -47.7% |
| 6M | +11.6% | -24.5% | +36.1% | +23.6% |
| YTD | +158.5% | +12.7% | +145.8% | +152.0% |
| 1Y | +482.2% | +94.8% | +387.3% | +413.6% |
| All | +482.2% | +101.6% | +380.5% | +413.6% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling