-47.1%
KWEB vs LBRT
+25.3%
-72.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.2% |
| 7D | -7.5% | +13.8% | -21.3% | -8.7% |
| 30D | -7.3% | -32.4% | +25.1% | -4.1% |
| 3M | -16.8% | -39.9% | +23.1% | -13.0% |
| 6M | -21.4% | -60.8% | +39.4% | -14.3% |
| YTD | -32.7% | -29.3% | -3.4% | -32.4% |
| 1Y | -38.2% | -18.9% | -19.3% | -39.1% |
| 3Y | -4.8% | -28.0% | +23.2% | -8.6% |
| 5Y | -47.1% | +26.6% | -73.7% | -53.7% |
| All | -47.1% | +25.3% | -72.5% | -53.7% |
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