+193.2%
AAOI vs LBRT
+35.9%
+157.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.7% |
| 7D | -0.2% | +1.8% | -2.0% | -0.7% |
| 30D | -23.7% | -2.5% | -21.2% | -22.9% |
| 3M | -39.0% | -24.9% | -14.1% | -34.4% |
| 6M | -17.0% | -29.5% | +12.4% | -10.0% |
| YTD | +202.2% | +14.7% | +187.5% | +186.7% |
| 1Y | +292.4% | +91.7% | +200.7% | +226.4% |
| 3Y | +804.4% | +24.6% | +779.8% | +730.7% |
| 5Y | +1,318.0% | +127.7% | +1,190.3% | +1,017.0% |
| All | +193.2% | +35.9% | +157.3% | +109.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling