-50.8%
KVYO vs LBRT
+22.0%
-72.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.9% | +5.0% | -0.2% |
| 7D | -18.4% | +2.3% | -20.7% | -18.7% |
| 30D | -12.1% | -2.9% | -9.2% | -12.1% |
| 3M | +11.2% | -26.1% | +37.3% | +14.7% |
| 6M | -19.8% | -26.2% | +6.4% | -17.7% |
| YTD | -50.3% | +13.7% | -64.0% | -53.7% |
| 1Y | -48.3% | +93.6% | -141.8% | -58.4% |
| All | -50.8% | +22.0% | -72.8% | -56.2% |
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