-43.5%
KWEB vs LBRT
+138.4%
-181.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.1% | -5.4% | -2.6% |
| 7D | -3.6% | +10.2% | -13.8% | -4.6% |
| 30D | -14.9% | +4.9% | -19.8% | -15.4% |
| 3M | -5.4% | -21.2% | +15.8% | -3.6% |
| 6M | -18.9% | -19.9% | +1.1% | -17.9% |
| YTD | -27.2% | +20.8% | -48.0% | -30.3% |
| 1Y | -34.2% | +123.5% | -157.8% | -42.3% |
| 3Y | +0.6% | +30.9% | -30.3% | -8.6% |
| 5Y | -43.5% | +136.3% | -179.8% | -53.0% |
| All | -43.5% | +138.4% | -181.9% | -53.0% |
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