+100.9%
AAOI vs LBRT
-25.0%
+125.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -11.2% | +3.9% | -0.1% |
| 7D | -27.9% | -25.3% | -2.6% | -12.9% |
| 30D | -51.2% | -32.9% | -18.4% | -36.7% |
| 3M | -55.0% | -33.3% | -21.6% | -40.8% |
| 6M | -65.7% | -61.0% | -4.8% | -43.9% |
| YTD | +70.0% | -28.0% | +98.0% | +70.2% |
| 1Y | +100.9% | -21.5% | +122.4% | +89.0% |
| All | +100.9% | -25.0% | +125.9% | +89.0% |
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 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