+69.0%
KR vs LBRT
-27.9%
+96.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +0.5% | +13.8% | -13.3% | +1.2% |
| 30D | +14.9% | -32.4% | +47.3% | +13.4% |
| 3M | +25.4% | -39.9% | +65.3% | +23.5% |
| 6M | +9.3% | -60.8% | +70.2% | +6.9% |
| YTD | +13.7% | -29.3% | +42.9% | +13.0% |
| 1Y | +9.2% | -18.9% | +28.0% | +8.8% |
| All | +69.0% | -27.9% | +96.8% | +70.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling