+352.5%
AAOI vs LBRT
+100.7%
+251.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +4.6% |
| 7D | -0.7% | +8.3% | -8.9% | -4.4% |
| 30D | -17.9% | +6.1% | -24.0% | -19.6% |
| 3M | -48.0% | -34.8% | -13.2% | -38.5% |
| 6M | +5.8% | -24.8% | +30.7% | +16.2% |
| YTD | +202.7% | +12.2% | +190.5% | +168.2% |
| 1Y | +352.5% | +94.0% | +258.5% | +236.8% |
| All | +352.5% | +100.7% | +251.8% | +236.8% |
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