-3.8%
KORU vs LBRT
-23.3%
+19.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.0% |
| 7D | +24.3% | +13.8% | +10.5% | +13.8% |
| 30D | -44.8% | -32.4% | -12.4% | -26.4% |
| 3M | -60.0% | -39.9% | -20.1% | -42.8% |
| 6M | -78.7% | -60.8% | -17.8% | -64.2% |
| YTD | -10.6% | -29.3% | +18.7% | +18.1% |
| 1Y | -3.8% | -18.9% | +15.1% | +20.4% |
| All | -3.8% | -23.3% | +19.5% | +20.4% |
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