-91.3%
AMIX vs LBRT
-32.4%
-58.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -13.7% | +8.1% | +2.3% |
| 7D | -25.5% | -34.8% | +9.3% | -5.3% |
| 30D | -56.2% | -43.6% | -12.6% | -39.6% |
| 3M | -87.4% | -41.2% | -46.2% | -83.5% |
| 6M | -80.9% | -66.1% | -14.8% | -73.6% |
| YTD | -86.8% | -37.9% | -49.0% | -83.8% |
| 1Y | -91.3% | -33.9% | -57.5% | -89.2% |
| All | -91.3% | -32.4% | -58.9% | -89.2% |
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 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