+11.2%
RBRK vs LBRT
+97.8%
-86.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -2.5% |
| 7D | -7.5% | +1.8% | -9.3% | -7.5% |
| 30D | -10.4% | -2.5% | -7.9% | -10.7% |
| 3M | +21.3% | -24.9% | +46.2% | +20.6% |
| 6M | +50.6% | -29.5% | +80.1% | +49.5% |
| YTD | +13.3% | +14.7% | -1.5% | +11.1% |
| 1Y | +11.2% | +91.7% | -80.5% | +8.5% |
| All | +11.2% | +97.8% | -86.5% | +8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling