-24.4%
KVUE vs LBRT
+86.2%
-110.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.9% | +6.1% | +0.3% |
| 7D | -6.1% | +2.3% | -8.4% | -6.2% |
| 30D | -5.6% | -2.9% | -2.6% | -5.5% |
| 3M | -0.3% | -26.1% | +25.8% | +0.2% |
| 6M | +1.4% | -26.2% | +27.5% | +1.6% |
| YTD | +6.7% | +13.7% | -6.9% | +4.6% |
| 1Y | +1.0% | +93.6% | -92.6% | -4.2% |
| 3Y | -5.4% | +23.2% | -28.6% | -11.0% |
| All | -24.4% | +86.2% | -110.7% | -31.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling