-15.1%
AMRZ vs LBRT
+101.6%
-116.7%
-34.2%
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 | -0.4% | +1.5% | -1.9% | -0.5% |
| 7D | -1.9% | +8.7% | -10.6% | -2.2% |
| 30D | -16.9% | +6.6% | -23.5% | -17.1% |
| 3M | -19.2% | -34.5% | +15.3% | -17.7% |
| 6M | -29.3% | -24.5% | -4.8% | -29.1% |
| YTD | -18.0% | +12.7% | -30.7% | -21.3% |
| 1Y | -15.1% | +94.8% | -109.9% | -19.2% |
| All | -15.1% | +101.6% | -116.7% | -19.2% |
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 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