+84.1%
KR vs LBRT
+28.1%
+56.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.4% |
| 7D | +4.6% | +9.2% | -4.6% | +4.5% |
| 30D | +12.2% | -27.5% | +39.7% | +12.6% |
| 3M | +24.6% | -37.9% | +62.4% | +25.3% |
| 6M | +8.2% | -60.7% | +68.9% | +10.2% |
| YTD | +15.3% | -28.5% | +43.8% | +15.0% |
| 1Y | +9.8% | -13.2% | +23.0% | +8.6% |
| 3Y | +71.4% | -28.8% | +100.1% | +69.7% |
| All | +84.1% | +28.1% | +56.0% | +70.8% |
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 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