-23.2%
KORU vs LBRT
+33.5%
-56.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.5% | +12.0% | +12.9% |
| 7D | +13.0% | +8.7% | +4.3% | +9.5% |
| 30D | +27.3% | +6.6% | +20.7% | +24.1% |
| 3M | -55.3% | -34.5% | -20.8% | -46.7% |
| 6M | +11.6% | -24.5% | +36.1% | +22.9% |
| YTD | +158.5% | +12.7% | +145.8% | +145.6% |
| 1Y | +482.2% | +94.8% | +387.3% | +346.1% |
| 3Y | +471.9% | +31.9% | +440.0% | +375.1% |
| 5Y | +41.1% | +111.8% | -70.7% | -7.4% |
| All | -23.2% | +33.5% | -56.7% | -57.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling