-50.3%
KVYO vs LBRT
+29.7%
-80.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +3.1% | -12.1% | -9.4% |
| 7D | -15.7% | +10.2% | -25.9% | -16.8% |
| 30D | -9.0% | +4.9% | -13.8% | -9.7% |
| 3M | +10.1% | -21.2% | +31.3% | +12.7% |
| 6M | -20.6% | -19.9% | -0.7% | -19.4% |
| YTD | -49.9% | +20.8% | -70.7% | -53.6% |
| 1Y | -49.4% | +123.5% | -172.9% | -60.6% |
| All | -50.3% | +29.7% | -80.0% | -56.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling