+458.9%
KORU vs LBRT
+119.0%
+340.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.1% | -1.6% | +0.2% |
| 7D | +20.1% | +10.2% | +9.9% | +15.5% |
| 30D | +47.5% | +4.9% | +42.6% | +45.1% |
| 3M | -30.1% | -21.2% | -8.8% | -24.8% |
| 6M | +20.1% | -19.9% | +40.1% | +30.0% |
| YTD | +166.6% | +20.8% | +145.8% | +151.7% |
| 1Y | +458.9% | +123.5% | +335.4% | +346.8% |
| All | +458.9% | +119.0% | +340.0% | +346.8% |
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