+10.2%
AMT vs LBRT
-27.7%
+38.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | +0.6% |
| 7D | +1.6% | -15.7% | +17.3% | +1.2% |
| 30D | +4.5% | -34.3% | +38.7% | +3.6% |
| 3M | +13.8% | -40.6% | +54.4% | +12.7% |
| 6M | +10.0% | -62.0% | +72.0% | +8.8% |
| YTD | +11.8% | -31.6% | +43.4% | +7.2% |
| 1Y | +10.2% | -25.8% | +36.0% | +4.9% |
| All | +10.2% | -27.7% | +38.0% | +4.9% |
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 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