+10.2%
AFL vs LBRT
+101.6%
-91.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.0% |
| 7D | +0.6% | +8.7% | -8.1% | +0.7% |
| 30D | -6.2% | +6.6% | -12.8% | -6.1% |
| 3M | +2.2% | -34.5% | +36.6% | +2.0% |
| 6M | +5.3% | -24.5% | +29.8% | +5.1% |
| YTD | +8.0% | +12.7% | -4.8% | +7.7% |
| 1Y | +10.2% | +94.8% | -84.6% | +7.5% |
| All | +10.2% | +101.6% | -91.4% | +7.5% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling