+37.7%
KR vs LBRT
+116.2%
-78.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.9% | -6.3% | -2.5% |
| 7D | -1.3% | +6.9% | -8.2% | -1.4% |
| 30D | +1.5% | +7.8% | -6.3% | +1.3% |
| 3M | -8.5% | -25.3% | +16.7% | -7.8% |
| 6M | -21.9% | -19.6% | -2.3% | -21.6% |
| YTD | -6.9% | +17.2% | -24.0% | -7.7% |
| 1Y | -14.0% | +114.1% | -128.1% | -17.3% |
| 3Y | +30.3% | +27.0% | +3.3% | +27.0% |
| 5Y | +37.7% | +128.3% | -90.6% | +21.0% |
| All | +37.7% | +116.2% | -78.5% | +21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling