-99.9%
AMIX vs LBRT
-39.3%
-60.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -13.7% | +8.1% | -1.4% |
| 7D | -25.5% | -34.8% | +9.3% | -15.4% |
| 30D | -56.2% | -43.6% | -12.6% | -48.2% |
| 3M | -87.4% | -41.2% | -46.2% | -85.5% |
| 6M | -80.9% | -66.1% | -14.8% | -76.4% |
| YTD | -86.8% | -37.9% | -49.0% | -85.1% |
| 1Y | -91.3% | -33.9% | -57.5% | -90.3% |
| All | -99.9% | -39.3% | -60.6% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling