+1,352.6%
AAOI vs LBRT
+131.0%
+1,221.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.1% | -6.3% | -4.5% |
| 7D | +4.7% | +10.2% | -5.5% | +0.6% |
| 30D | -18.7% | +4.9% | -23.6% | -19.9% |
| 3M | -33.7% | -21.2% | -12.5% | -28.0% |
| 6M | -2.4% | -19.9% | +17.5% | +4.0% |
| YTD | +209.6% | +20.8% | +188.8% | +177.6% |
| 1Y | +355.0% | +123.5% | +231.5% | +222.8% |
| 3Y | +814.7% | +30.9% | +783.7% | +672.4% |
| All | +1,352.6% | +131.0% | +1,221.7% | +986.1% |
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