-50.1%
KVYO vs LBRT
+23.2%
-73.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.5% | +1.3% |
| 7D | -12.1% | +1.8% | -13.9% | -12.4% |
| 30D | -5.2% | -2.5% | -2.7% | -5.1% |
| 3M | +14.5% | -24.9% | +39.4% | +17.8% |
| 6M | -17.6% | -29.5% | +11.8% | -14.7% |
| YTD | -49.6% | +14.7% | -64.4% | -53.1% |
| 1Y | -48.6% | +91.7% | -140.3% | -58.5% |
| All | -50.1% | +23.2% | -73.3% | -55.6% |
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